ESTATE PLANNING

Irrespective of the value of your assets, possessions and property, failure to correctly plan for the time you are no longer here could lead to significant difficulties, ambiguities and unnecessary expense for the very people you care about most.

 

At Church Financial Services Ltd we understand that discussing and preparing your legacy can be a daunting and unnerving prospect, to such an extent that some people fail to make provision at all.

 

Taking the steps to put the right plans in place now will provide you with peace of mind, whilst reducing the burden and stress placed on family and friends at a time when emotion can be at its highest.

 

A sensible estate plan can help to minimise potential taxation and ensure that your loved ones benefit from your lifetime’s labour at the most appropriate time.

 

 

….protecting your legacy

 

With a wealth of knowledge in this area we will aim to make the process of planning your legacy as clear and straightforward as possible, no matter how complex your personal circumstances and objectives.

 

One of our qualified and experienced advisers will review your current situation, identify any areas for consideration and then help you formulate a comprehensive and robust solution that meets your wishes and gives due concern to the sensitivity of your personal situation.

 

Our areas of expertise include:

 

• Will Writing

• Trust Planning

• Inheritance Tax Planning

 

Our legal connections, which include local solicitors Middletons Solicitors , can ensure that your plans are set up in a way that is legally binding.

 

Contact us today to arrange a free, no obligation meeting with one of our advisers to discuss your concerns and find out exactly how we can help you.