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Wills, Trusts & Estate Planning
“Making sure the right money, goes to the right people, at the right time” – The SBA Philosophy
The area of Wills, Trusts and Estate Planning is a vast one, with different levels of planning available to clients, the main ones being:
- Basic Estate Planning
- Intermediate Estate Planning
- Advanced Estate Planning.
Whether you have a need for a basic Will or a robust Estate Plan, which will protect all of your assets for future generations, reduce Inheritance Tax and protect against long term care fees; SBA can offer a simple and easy solution.
The area of Wills, Trusts and Estate Planning can be a complex one and over the years we have seen countless Wills which have been incorrectly drawn up or simply do not distribute clients assets, how they really want.
For example, a common mistake we see in most Wills, is where your Will leaves everything to your partner and then onto your children, once your partner has passed away. This is rarely the right thing to do!
This is why it is important to take expert advice, which means you can be sure you have the right plans in place. At your Initial Consultation, our advisors will help establish what level of estate planning is right for you and explain:
- The problems with dying without a Will
- The vital role of Executors & Trustees
- How to select the right Executors & Trustees
- Who can contest your Will and do they have a valid claim
- The difference between Enduring Powers of Attorney and Lasting Powers of Attorney
- The vital role of Attorney’s
- How to select the right Attorney’s
- How to ensure your estate remains within your family bloodlines
- How to protect your family home from the ravages of Long Term Care Fees
- How to reduce Inheritance Tax
To book your free Initial Consultation please call us on 02392 325720 or use the Contact Form.
© SBA Financial Limited 2008
Registered in England and Wales 5669998, 1a Highbury Buildings, Portsmouth Road, Cosham, Portsmouth. PO6 2SN | Tel: 023 9232 5720 | Fax: 023 9232 5559 | E-mail: enquiries@sba-financial.co.uk Registered Office: Wellesley House, 204 London Road, Waterlooville, Hampshire. PO7 7AN. SBA Financial Ltd is authorised and regulated by the Financial Services Authority.
© SBA Solutions Limited: Registered in England and Wales 04940983,Vat Registration No:824532637, 1a Highbury Building, Portsmouth Road, Cosham, Portsmouth. PO6 2SN | Tel: 02392 325720 | Fax 02392 325559 | Registered Office: Wellesley House, 204 London Road, Waterlooville, Hampshire PO7 7AN.