In 2014 the Estate Planning part of the business became so busy it warranted the creation of a new business of its own, and Ascot Estate Planning was born.
Estate Planning is ultimately the preparation of documents and mechanisms through which estates will be protected after death. The mechanisms to do this are numerous and extend to both Bloodline Planning, which is protecting the estate after death and Lifetime Planning which is protecting the estate during life in preparation for death.
On the Bloodline Planning side, we often deal with Will and Trusts, Deeds of Severance or Conveyance of properties or after death, we can assist with Probate and Deeds of Variations.
Looking at Lifetime Planning, there are a number of areas with can assist with. Inheritance Tax mitigation makes up a lot of what we do day to day, as well as setting up Care Home Planning techniques. Lasting Powers of Attorney are also a significant part of Lifetime Planning and a large percentage of our Estate Planning clients have created these – not only the older clients.
If you are interested in learning more in any of the areas, or would like a free, no obligation first meeting to learn how the options above can benefit you and your family, please do not hesitate to get in contact.
Visit our official website to find out more www.ascotep.com
You can also call our friendly, professional, Estate Planning team on 01344 851 250 or email them at firstname.lastname@example.org.