If you are looking for solicitors that can help with wealth or estate planning, you can contact BTMK for expert legal advice. We can help you to get advice to structure your wealth so that you can preserve it and pass it over to your family safely, and in a tax efficient way.
Planning for the transfer of your wealth and estate will give you peace of mind knowing that your loved ones will be taken care of and that your assets are protected and crucially that your wishes will be preserved
Our wealth planning solicitors in Rayleigh will help make sure your wishes are followed, we can help you with creating Wills, Trusts, as well as issues and advice regarding Powers of Attorney.
We recommend reviewing your Will every couple of years in case your personal circumstances change. We also recommend reviewing your Will at the same time that you create a Trust.
Trusts can be set up within Wills or completely separately. Their creation often requires complex legal and tax knowledge, as well as making sure there are no instructions that contradict and cause confusion.
Our estate planning solicitors in Rayleigh work with highly recommended Independent Financial Advisers (IFAs), who we will refer you to, that can advise you on the way that assets and pensions, amongst others, should be structured. We can then help you with the resulting legal side of financial planning. We want to ensure that you have access to all the points of contact that you need, like an IFA for example, and will work alongside them to achieve the best possible outcome for you.
Our specialist team will work to safeguard your personal finances and assets, such as home ownership, for you and your family. We can advise both you and the people that look after the Trust (Trustees), as well as the beneficiaries of the Trust. We have experts who are members of The Society of Trust and Estate Practitioners (STEP), so the protection of your finances is in excellent hands.
You’ve worked hard for your money and your wealth and we’ll help you to protect it.
"*" indicates required fields
I would like to mention Jessica Dawkins for her helpful advice, her kindness, and her patience in her dealing with me. Thank you.
- Marina
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
