As one of the few firms of Chartered Financial Planners, Wills & Trusts has the technical know-how to deal with any situation but focuses on the growth of clients’ assets and the protection of those assets so that they pass to the right person at the right time. Like most people, you want your assets to be passed to your family both during your lifetime and following your death. You want to be sure your wealth goes to the right person at the right time. You will probably want to be sure that no one else gets their hands on it (the daughter-in-law from hell, for example). You will probably want to make sure that you pay no more tax than is reasonable, and in some cases you will want to avoid it completely.
