We find that many clients who come to us for advice have not made a will or, have one that has not been reviewed for many years.
Without a will, an individual is deemed to have died “intestate” and the law, not the client or their family, will dictate to whom assets are passed. We will be happy to recommend a legal firm to help arrange a suitable will or to review any existing arrangements.
On the right of this page you will find some interesting and often quite disturbing information about the consequences of not having a will.
When we meet, consideration will be given to the viability of creating trusts in relation to pension benefits, life assurance policies, investments and other assets. Trusts are a valuable way of controlling IHT liabilities and we will happily work with a client’s existing legal representatives, or will refer you to one of the trusted legal firms with whom we have long standing professional relationships.
AV Trinity’s experience combined with that of our legal contacts ensure that our holistic advice is “joined-up”, robust and in a format that you and your family can understand.
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