Our clients’ welfare is all that matters. In order for us to meet your needs, we need to know what you wish to achieve, for example:
- Financial security for the remainder of your life/lives
- Financial security for your chosen beneficiaries
- Maintain asset value for future needs, eg. Long term care needs; save probate costs
- Reduce potential liability to Inheritance Tax
- Give authority for management of your financial affairs if you are not able to manage them for yourself
- Give authority for management of your health decisions if you are not able to manage them for yourself
- Any other objective.