Wills
A well written Will not only ensures your assets pass to those you wish,
The correct Estate Planning can minimise and even mitigate
any potential tax liability payable.
Property advice
(homeowners and property portfolios)
We help many property owners to establish Trusts for succession planning and to mitigate Inheritance Tax and Capital Gains Tax where possible.
We also provide bespoke solutions to plan for Long Term Care in later life.
Satisfied Clients
Lee, we want to thank you very much for putting our minds at rest prior to leaving for Australia, you really do not know how much you helped us in getting our affairs in order as we could not get anyone to assist us in doing what you did for us.
Mr & Mrs Callaghan
Lee was able to give peace of mind to my clients by placing property in Trust, setting up their and Power of Attorney. Lee was able to break this down into easy to understand steps and the clients fully understood how they would be impacted by their decisions. I would highly recommend Lee to anyone in need of Estate Planning.
T Flynn
Your friendly and down to earth manner put us at ease, especially as this is a topic that is very emotive and that most people don’t want to talk about. Your professionalism shone through and you answered all questions with great knowledge.
PMG Web Services