During our lives we will face circumstances and situations that will affect us and our families. Whilst some things can happen at any time, there are some situations that occur at specific stages of life.

This is why we have created our Stages of Life section which guides you through some of the main events and hopefully highlights the importance of a number of financial decisions that you will have to make on your journey through life. 
Up to age 30 - This is the ideal age at which to form a relationship with an IFA who will help to steer you through the financial challenges that life will undoubtedly throw at you from time to time.
  • Starting work 
  • First house purchase 
  • Marriage/Civil Partnership
  • Wills – It is never too early to make a will!.
From 30-50 - So, you may be married or in a civil partnership, have a house and are starting to establish a career, but things never remain the same! This is an important stage of life and it must be borne in mind that financial assets can be destroyed as quickly as they have been created
  • Changing career 
  • Starting a family 
  • Starting a business 
  • Divorce/ Civil Partnership dissolution 
  • School Fees planning 
From 50-70  What might this stage of life hold for you? These are just some of the events that can happen at this stage of life. At AV Trinity we encourage our clients to meet with us at least once a year in order to review their plans, discuss current circumstances and to implement any changes that may be necessary. We will always look to maximise tax savings and will work closely with your solicitor, accountant and any other professional advisers.
  • Investments 
  • Inheritance 
  • Divorce/Civil Partnership dissolution 
  • Redundancy 
  • A Second Marriage/Civil Partnership 
  • Wills
  • Caring for older relatives
Over 70 - Probably retired and planning to pass assets to the next generation. You may be “downsizing” or perhaps considering selling up and moving to sunnier climes.
  • Retirement 
  • Helping the next generations 
  • Caring for older relatives 
  • Planning for your own care fees 
  • Lasting Power of Attorney 
Summary – These are just some of the many concerns that clients can have during their lifetimes. At AV Trinity we can help guide you through the difficult decisions and explain your options
AV Trinity’s vast experience combined with that of our legal contacts ensures that our holistic advice is “joined-up”, robust and in a format that you and your family can understand.
Care Fees

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