Wills and Lifetime Financial Planning
Estate planning is much more than a tax minimisation exercise; it is a vital means of safeguarding all your assets and ensuring their distribution aligns with your wishes after your death.
Wills and estate planning provide reassurance for the future, allowing you to enjoy a comfortable standard of living feeling confident that an inheritance will be available to those you care about after your death. Our expert estate planning team, located in Weston-super-Mare, Clevedon, Yatton, Bridgwater, Bristol and Wedmore offers a range of legal and tax expertise to facilitate detailed planning for the future of you and your loved ones. The following services are offered by our experts:
Every family and estate is unique and they each have their own characteristics. Our expert estate planning team possess the skills and expertise in handling diverse estates, including those with complex components. Where applicable, we collaborate with our in-house financial planners at John Hodge Financial Planners to offer a tailored financial and legal strategy that suits you and you family’s needs.
Everything that you own, your property, bank accounts, investments and personal possessions makes up your estate.
Estate planning refers to your ability during your life to determine through legal measures, what happens to your estate after your death to reflect your wishes and priorities.
It is never too soon to start estate planning. Most people should look to review their assets and planning arrangements every 3-5 years or after a major life event.
Proper estate planning allows you to minimise potential tax liabilities, ensure that your wishes are carried out and potentially avoid estate disputes.
Estate planning is for everyone, regardless of age or financial status, everyone can and should have proper estate planning in place.
Succession planning specifically refers to planning for the continuation of your business. Estate planning is a much broader term and for some people, succession planning will need to be part of a broader estate planning exercise.
If you need estate planning advice then please don’t hesitate to reach out to our team of experts at John Hodge Solicitors and John Hodge Financial Planners based at our Weston-super-Mare, Clevedon, Yatton, Bridgwater, Bristol and Wedmore offices.
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