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things to think about
Why do I need a will?
Writing a will ensures that you have the final say on who the beneficiaries of your inheritance will be, and what will happen to your assets when you pass away
What happens if I don’t make a will?
Not leaving a will is called ‘dying intestate’ and can result in your inheritance going to the wrong person or, if your relatives cannot be traced, being taken by the state
What should I do when someone dies?
Losing a loved one is a stressful time, but with the right support you can take the necessary steps to begin getting their affairs in order
What is a Trust?
A trust is an obligation binding an individual or a company (called a 'trustee') to deal with 'property' in a particular way, for the benefit of one or more 'beneficiaries'
What is a 'Trustee'?
Trustees are the owners of the trust property, which means they are legally bound to look after this in a particular way and for a particular purpose
What is 'Property'?
The property of a trust can include money, investments, land, buildings and other assets, such as paintings. Cash and investments are called the 'capital' or 'fund'
What if I am unable to manage my affairs?
Creating a Lasting Power of Attorney in advance ensures that if the worst happens, both your financial affairs and personal welfare are in safe hands
Who can act as my Attorney?
You can appoint a friend, relative or professional. As it allows them to act on your behalf, it’s important to choose someone you trust to act in your best interests
What are the different types of Power of Attorney
There are 3 types - Lasting Power of Attorney (LPA) for Property and Financial Affairs, LPA for Health & Welfare and a General Power of Attorney
What happens to my business shares when I die?
Without the right agreements in place, business shares can end up anywhere – and that’s often not a good thing
My family will receive my business shares automatically though, won’t they?
Not necessarily. Sometimes, they may be forced to take over the business and handle company affairs to receive the shares they’re entitled to
How can I pass on my shares properly?
A business succession and exit strategy can ensure business shares are kept safe and passed along to the right people in the right way
protect your assets….
You’ve worked hard to earn a living for yourself, so don’t let anything get in the way of leaving your assets to your loved ones
care home fees
Have peace of mind that if you go into care your family home will be protected
divorce & separation
Protect the legacy you leave to your children if they marry and subsequently divorce
marriage after death
Give your partner financial security to remarry without worrying about divorce
Careful planning can ensure your assets stay intact as your family grows and evolves
tax & trust planning
Worried about Corporation, Inheritance or Capital Gains Tax? We can help you plan ahead
creditors & bankruptcy
Should creditors come calling, ensure your home, savings and investments are protected
Protect your business and ensure your loved ones are provided for when you’re gone
we’re here to help
If you’re concerned about your legacy being eaten up by care costs, taxes, divorce settlements or threats from creditors, speak to us. We take the time to understand your circumstances and tailor our solutions to ensure your assets are fully protected.
It’s never too early to start getting your affairs in order. Whether you’re embarking on estate planning for the first time, or you want to update your will, trusts or Lasting Power of Attorney to reflect recent changes, we’re here to help.
Browse our services to learn more about the aspects we can support you with:
don't just take our word for it…
Here’s how we’ve helped people like you.
Complete peace of mind
Forethought took the time to fully understand what my overall objectives were and what was important to me.
Great customer service
You spent the time with us to understand our requirements and as a result of this was able to provide me with the most appropriate course of action.
Would highly recommend
We now have peace of mind to enjoy our retirement knowing that he is always on hand to help with any financial worries that we may encounter.
Efficient, friendly and detailed
Unlike some advisors he communicates clearly and plainly, making sure that I have understood the thinking behind his advice