Wills and Trusts
Looking after loved ones is a priority for most. And the most effective way to do this is to create a will or a trust that puts your family at the heart of your decisions, even once you’re no longer here.
Bloodline planning ensures that your hard-earned assets reach your children, grandchildren, and other direct relatives, rather than ending up in the wrong hands. By acting now, you will give yourself and your family peace of mind that they will receive what they are entitled to as per your wishes, regardless of marital situations or divorce.
Inheritance Tax planning
As part of our lifestyle financial planning process, we want to ensure that you pay as little tax as possible and that your wealth is eventually passed on in the most tax-efficient manner.
Although trusts are not tax-free, they are treated differently from the rest of your estate, so we must get it right and establish your goals and who you would like to leave your assets to.
Protection against threats
Bloodline planning isn’t just about reducing tax. It’s also about protecting you and your family against any known threats, such as a beneficiaries’ divorce, bankruptcy, or long-term care. Trusts ring-fence your assets from these scenarios and ensure that your money is in a safe place.
With a trust in place and an up-to-date will, your loved ones will be spared the burden of making difficult financial decisions.
Power of Attorney
Our role as lifestyle financial planners doesn’t end here. We will also help you put a Power of Attorney in place and give you peace of mind that someone you trust will oversee your assets should you become unable to do so.
Whether you are a business owner, company director or a private individual simply looking to protect your estate, we provide advice based on your unique circumstances, and we will also review your entire estate plan.
The Financial Conduct Authority does not regulate wills and trust advice.
What our clients say
“Adrian ensures that my pension pot is always in the best place with quarterly updates. He looks at lifetime goals and how to achieve them.
He always gives the best advice with his thorough background knowledge and experience, and I know that I can really trust his advice for the future as I know from experience that he is working out the best results for me.”
“I have worked with Adrian for more than 20 years and am always impressed by his commitment to quality and innovation. He looks after my family finance and I have recommended him to others, all with glowing reports. I have also used him for advice and work on charity work, again with great results.”
"Adrian helped us by providing professional advice and a portfolio to suit our needs."
"Adrian helped give me confidence in financial decisions about retirement and investment so that I can make better decisions and enjoy my retirement."
"Adrian was understanding. The advice and recommendations he offered were clear and straightforward and I am now very pleased I chose Dukes IFA to look after my funds. He was just a phone call away for any help I needed. There were no pushy sales tactics and now, due to his ‘hands on’ management, my savings have grown substantially year on year."
"Adrian was thorough and insightful in his assessment of my financial position and the future financial needs. I valued his expertise to thoroughly assess the details of my finances. Adrian has always kept me informed about my investments with any changes that have occurred at all times and has always been available to talk to when I have needed help in understanding financial situations."
Contact us
For a no-obligation consultation, just leave us a message and we’ll be in touch to arrange a chat.
