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Our Services
What we offer
We offer a range of services from trust planning to writing a will.
Over TEN YEARS OF EXPERIENCE
We pride ourselves in giving unbiased honest advice. You can have confidence in the knowledge and guidance we can offer.
No matter what your estate and trust planning needs, Watermead Trust Planning Ltd are here to help you.
Our flexible approach allows us to provide face to face consultations, conduct business by post or via our website.
Where the need is identified for regulated financial advice as part of estate planning, the advice is provided via SFA Independent Financial Advisers, www.schoolfeeadviser.co.uk.
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Writing a WILL
Many individuals in the UK often delay creating a Will due to various reasons. Some assume that their desired beneficiaries will automatically inherit their assets, while others feel it’s unnecessary at the present moment. However, the truth is that procrastinating on making a Will can have severe consequences. If you pass away without a valid Will, it can lead to significant complications for your loved ones. In such cases, your inheritance may end up in the wrong hands or even be claimed by the Crown.
Crafting a Will allows you to meticulously plan the distribution of your estate after your passing. This ensures that your chosen beneficiaries receive their intended share as per your wishes, thereby eliminating the potential for any disputes among family members.
bUSINESS pROTECTION
Establishing Business Trusts is crucial for protecting your business and family in estate planning. It requires combined legal, accounting, and financial advice. Small and medium-sized business owners often neglect their estates, risking a sudden 40% tax on once exempt assets. Common shortfalls include inadequate bloodline protection, succession planning, and tax strategies.
Collaborating with your Accountant and Financial Planner is key. Address essential questions: ensuring family inheritance, preventing partner interference, guarding against divorce impacts, and supporting surviving partners. Insurance solutions like shareholder protection and keyman cover, along with appropriate Trusts, mitigate risks.
Your solicitor arranges agreements aligned with your company’s Articles of Association. Together, these professionals secure your family and business partners’ best interests.
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CONTACT INFO
If you would like to speak to us about Estate Planning, please find all our contact details listed below: