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Estate Planning


Estate planning is the process of arranging the disposal of a person’s estate during a person’s life. It tends to eliminate problems and uncertainties over administration and maximise the value of an estate by reducing taxes and other expenses.

Nearly everyone has an estate. It comprises everything you own; your car, house, other property, bank and savings accounts, investments, life insurance, furniture and other personal possessions. No matter how large or modest, you cannot take it with you.

Beacon Wealth Legal realises how important it is to ensure, regardless of the value of your estate, that you are informed and kept up to date with the many exemptions and reliefs available. We can also discuss with you the implications of Trusts, whether they be for asset protection, for minors or vulnerable children or anything else.


Trusts


A Trust is a way of managing assets (money, land, buildings) for people. There are different types of Trusts and they are all taxed differently. Trusts are set up for a number of reasons, including:

  • Control families’ assets
  • When someone is too young to handle their affairs
  • To pass on assets while still alive
  • To pass on assets when you die

It is important to plan for your future and your loved one’s future when you pass away. One of the ways to do that is through a Trust.

Will Trusts

Will Trusts are created in an individual’s Will, and only come into effect when the person has passed away.

If you need further information, please do not hesitate to contact us.


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