If you need advice and help with planning and preserving the wealth you and your family have created and your estate, BTMK can provide you with expert specialist solicitors. We can assist you with structuring your wealth using proven methods so that you can safely protect it for yourself and pass it over to your family, giving you peace of mind knowing that they’ll be taken care of and that that tax liabilities can be minimised.
Our wealth planning solicitors in Benfleet can help with advice on and the creation of the following:
We work alongside highly recommended Independent Financial Advisers (IFAs) who can advise you on how to structure your assets, pensions and your other savings. We can refer you to specialist financial experts and will then be able to assist you with the legal side of matters following the advice you receive. This could be the creation of specialist Wills, Trusts and Powers of Attorney where appropriate.
With the rising value of residential property, it’s very likely that your family could be affected by inheritance tax. To avoid paying more inheritance tax than necessary, measures need to be put in place carefully and as soon as possible in order to plan for this, as some allowances for reducing the tax burden are created yearly, whilst others are created for a lifetime.
Wealth and Estate planning requires specialist knowledge of this highly complex legal area in order to help structure assets effectively. Working alongside a leading financial adviser, we will plan out how to protect your assets in the best possible way and work in a collaborative way to ensure that your needs and those of your family are met appropriately.
Our team of estate planning solicitors in Benfleet has experts that are members of STEP (The Society of Trust and Estate Practitioners), so you can be rest assured that the safeguarding of your finances and assets is in excellent hands. You’ve worked hard for your money, so we can help you protect it.
We’re also one of the only regional law firms that offer a specialist contentious private client team, which can advise anyone affected by a contested will dispute, Inheritance Act claims, Trusts Disputes and all other matters related to this area of work.
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I would like to mention Jessica Dawkins for her helpful advice, her kindness, and her patience in her dealing with me. Thank you.
Excellent advice and service from Saul Caplan who had an immediate understanding of our needs, with fast teamwork. Very pleased.
- Mr & Mrs Evans
A grateful thanks to Mark Goodson for his help and guidance throughout
- Ms S, Benfleet
We have received kind, courteous and prompt attention from Paula Dallison and her team. Thank you.
- Mr and Mrs Eatherton, Rayleigh
The staff showed real understanding and concern for our personal situations.
- Mr D, Rochford
Paula Dallison has always been so very helpful and kind.
- Miss M, Thorpebay