How can I help you?
Whether you need help with your Will or estate planning, want to understand how you can reduce your Inheritance Tax liability or need practical guidance dealing with Probate, I can help.
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Protecting Your Home and Assets from Care Fees
In this valuable resource we look at action you can take to protect your home and estate generally. I explain what works, what doesn't and the costly mistakes to avoid. We consider options such as transferring the home to children or to a lifetime trust. What are the tax implications of such action and where do you stand with strict deprivation of capital rules? We focus a great deal on the popular Asset Protection Wills. Lots of information and links to further resources.
FREE IHT Guide & Estate Planning Record
Start with the basics. Get my free Inheritance Tax guide together with my Estate Planning Record to help you understand your position and keep the records you may need.
Inheritance Tax Master Class
Learn how Inheritance Tax Works, what your potential liability could be and the practical steps you can take to protect more of your family's wealth.
Wills, LPAs and Estate Planning
Put the right arrangements in place to protect you and your family, with expert help on Wills, Lasting Powers of Attorney, Trusts and wider estate planning tailored to your individual circumstances.
Probate Help and Resources
Practical help when someone has died from applying to the Grant of Probate through to assisting you with the completion of IHT400 forms and dealing with various other aspects of the estate administration
