Estate Planning Solutions
We understand the importance of effective estate planning in safeguarding your assets, protecting your loved ones, and preserving your legacy. Our dedicated team of experienced professionals is committed to providing tailored solutions that meet your unique needs and goals. With our expertise in wills, protective bloodline planning, severance of tenancy, business succession, will reviews, professional executor services, powers of attorney, inheritance tax and more, we are here to guide you through the complex landscape of estate planning.
Estate Planning Solutions
A personal will is a legal document that outlines how you want your assets to be distributed after your death. It allows you to specify beneficiaries, appoint guardians for minor children, and even express funeral wishes. Our team at Beavis Morgan will work closely with you to understand your unique circumstances and goals. We will then draft a personalised will that reflects your intentions, ensuring that your assets are distributed according to your wishes, minimising the potential for disputes or confusion.
Company Wills & Business Succession
If you own a business, having a company will is crucial to ensure a smooth transition of ownership and management in the event of your incapacitation or passing. Our experienced professionals have extensive knowledge in business succession planning and will work closely with you to develop a comprehensive company will. We will help you address important considerations such as identifying successors, ensuring business continuity, and minimising tax implications. With our guidance, you can have peace of mind knowing that your business will be in capable hands and your legacy will be preserved.
Protective will flexible family trusts
Flexible family trusts offer a versatile and effective solution for estate planning and asset protection. These trusts provide a flexible structure that allows assets to be held and managed for the benefit of family members, while also offering tax planning advantages. By establishing a flexible family trust, individuals can ensure that their assets are protected and distributed according to their wishes. Beavis Morgan specialises in flexible family trusts, providing expertise and guidance to help you achieve your estate planning goals.
Trust Wills
Will-trusts are an effective tool for managing and distributing assets while providing ongoing protection and benefits to beneficiaries. A trust will can help you protect your assets, minimise estate taxes, and provide for the financial needs of loved ones over an extended period of time. Our skilled team at Beavis Morgan will assist you in establishing a trust that aligns with your specific objectives. We will ensure that your trust will is carefully crafted and legally sound, allowing for the efficient administration and distribution of your assets.
Will Reviews
Regularly reviewing your will is essential to ensure that it remains valid and accurately reflects your current wishes and circumstances. Life events such as marriage, divorce, the birth of a child, or acquiring significant assets can necessitate updates to your will. At Beavis Morgan, we offer complimentary comprehensive will review services. Our experts will carefully examine your existing will, identifying any gaps, inconsistencies, or outdated provisions. We will work closely with you to make necessary revisions or amendments, ensuring that your will remains up to date and in compliance with current laws and regulations.
Estate Planning Services
Wills
A well-drafted will is the cornerstone of any comprehensive estate plan. Our team of professionals will work closely with you to understand your wishes and objectives, ensuring that your assets are distributed according to your exact wishes. Whether you need a simple will or wish to protect your loved ones with will/trust arrangements, we have the knowledge and experience to create a comprehensive and tax-efficient document that reflects your intentions. Read more
Professional Executor Service
Appointing a professional executor can provide peace of mind, ensuring that your estate is administered efficiently and in accordance with your wishes. Our team of professionals can act as your executor or as a joint executor, handling all administrative duties, tax filings, relief claims and distribution of assets. With our expertise, you can rest assured that your estate will be managed professionally, minimising the burden on your loved ones and maximising your estate’s available reliefs during a difficult time. Read more
Power of Attorney
Granting a power of attorney is an important aspect of estate planning at any age allowing you to appoint someone you trust to make decisions on your behalf should you become incapacitated. Our team will guide you through the process, ensuring that your power of attorney documents are accurately drafted and comply with legal requirements. We will help you choose the right attorney, whether it’s for financial, medical, business or all three, to ensure your interests are protected. Read more
Bloodline Planning
Protecting your wealth for future generations requires careful consideration and strategic planning. Our protective bloodline planning services aim to minimise the impact of potential risks, such as divorce, bankruptcy, remarriage, or potential care fees on your family’s inheritance. We will work with you to implement effective structures and strategies that help safeguard your assets and ensure your loved ones receive the maximum benefit. Read more
Inheritance Tax
Mitigating inheritance tax liabilities is a key consideration in estate planning. Our experts will assess your circumstances and provide tailored strategies to minimise the impact of inheritance tax on your estate. From making full use of available exemptions and reliefs to establishing trusts and gifting strategies, we will help you implement tax-efficient solutions that preserve your wealth for future generations. Read more
How Beavis Morgan Can Help
At Beavis Morgan, we have a team of dedicated professionals with extensive experience in will writing and estate planning. We understand that every individual’s situation is unique, and we take a personalised approach to meet your specific needs. Our experts will provide you with comprehensive guidance, explaining complex legal concepts in a clear and concise manner. We will listen to your concerns, answer your questions, and work collaboratively to develop a customised estate plan that reflects your wishes, protects your assets, and minimises tax liabilities.
With our assistance, you can have peace of mind knowing that your loved ones will be taken care of and your legacy will be preserved. Contact Neal Groves or Barrie Dunning of Beavis Morgan, Ed Lorman of BM Estate Planning, or your usual Beavis Morgan Partner to schedule a consultation and take the first step towards securing your future and the future of your loved ones.
