A Will is one of the most important documents you will ever write. It’s your plan to safeguard the future of everything and everyone that is important to you. Yet over half of all UK adults don’t have one!

As a startup or business founder or young entrepreneur, Wills and Estate Planning is likely to be something you haven’t had time to think about. However, while it might seem like a daunting process, putting things off to a future date only makes the situation more challenging later.

Our Estate Tax & Asset Protection team within the Beavis Morgan group aims to keep things simple through our easy, fast and effective process.  We will work with you to safeguard your hard-earned assets and your family’s financial security, using uncomplicated and effective strategies.

As recognised experts the team provides advice and guidance on a wide range of inheritance-related legal issues and later life planning to many people each year, from simple Wills and funeral plans to complex Inheritance Tax planning.

In your initial meeting, they will conduct a complimentary review of your current Will, if you have one, and other planning, before drawing up a proposed course of action for your consideration and answering any questions you may have.

Making a Will enables you to plan exactly what will happen to your property (estate) and business following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes, and at the same time helps to reduce the chance of possible disputes between relatives and other interested parties.

For more information, please contact Mariske Byrnes or your usual BM Connect adviser who will arrange a no-obligation consultancy call with a member of our Beavis Morgan 360 Estate Tax & Asset Protection team.