Some Basic Facts
Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.
A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.
If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.
An estimated 70,000 people per year have to sell their homes to pay for care.
Protecting Your Wealth
There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.
Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We are happy to meet you in our office, or if you would prefer, we will arrange to visit you in the comfort of your own home, to assess your current situation, answer your questions and provide peace of mind for the future.
Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket.
Looking after you, your family, and the generations to follow.
Part of the Beavis Morgan Group
Beavis Morgan is the specialist accounting, tax and business advisory group for owner-managed businesses and entrepreneurial thinkers and their families.
Everything we do is focused on delivering this through experienced professionals who will ensure that your expectations and requirements as a client are met or, as clients often tell us, exceeded. We strive to provide quality advice, tailored to your circumstances. Understanding you, your family, your business, and your ambitions is central to what we do.
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