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Preserving your wealth for future generations

There are a number of ways in which your home, savings and business are vulnerable to attack. I'm here to safeguard these hard earned assets for you and your family.

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Preserving your wealth for future generations

There are a number of ways in which your home, savings and business are vulnerable to attack. I'm here to safeguard these hard earned assets for you and your family.

Scroll for More

Preserving your wealth for future generations

There are a number of ways in which your home, savings and business are vulnerable to attack. I'm here to safeguard these hard earned assets for you and your family.

Scroll for More

Let me help protect your wealth. Looking after you, your family, and the generations to follow. There are a number of ways in which your home, savings and business are vulnerable to attack.

I’m here to safeguard these hard earned assets for you and your family, using simple but effective strategies. Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake.

I’m happy to meet you in your home or office, this would usually be after an initial Zoom meeting and completion of a questionnaire. Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket.

Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.

If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.

A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.

An estimated 70,000 people per year have to sell their homes to pay for care.

I’m here to help you with…

Bloodline Planning

Without the correct “Bloodline Planning” some, or all of your children’s or grandchildren’s (bloodline’s) inheritance could be lost.

Business Succession

Hard work and dedication has meant that you have built up a sound business to benefit you and your family and naturally, you would want to ensure that your loved ones are provided for in the event of your death.

Care

Should you or a family member require Long Term Care we can provide help and advice in relation to a number of issues that could arise.

Powers Of Attorney

There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf.

Wills

The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don’t think it is relevant to them at this particular time.

Ian is extremely knowledgeable and informative and helped me to think about the appropriate level of planning I needed to undertake to protect my family and my business. He took the time to fully explain the pros and cons that made all the difference to my understanding. Highly recommend!

MR, January 2021

Cannot recommend Ian enough – he was extremely professional and efficient at helping with all of our estate planning. He came highly recommended and I have in turn recommended him to friends and family for their estate planning. Thank you Ian!

BH, February 2021

Extremely helpful, attentive, efficient and professional. An extremely safe and reliable pair of hands and was always available when needed. Would recommend without hesitation. Thank you very much Ian

SM, March 2021

My Affiliations & Associations

Get in touch!

If you’re interested in my services or just want to ask me a question, then don’t hesitate to contact me today – I’m here to help! I aim to get back to you as soon as possible.

Call me now 01483 697128 | 07989 500 230

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