Protecting What Is Important To You & Your Family
In today's complex world, our experts are here to help you navigate the uncertainties by designing a customised estate plan that aligns with your unique circumstances and protects your assets and family from whatever life may bring.
What we do
Helping You Plan For Whatever The Future Holds
As fiduciaries, we hold ourselves to the highest ethical standards. Your financial interests always come first, and we are dedicated to providing you with unbiased advice that is solely in your best interest. You can trust us to act with integrity and professionalism.
Writing A Will
Power Of Attorney
Setting Up A Trust
Probate
Here for you no matter what life brings
At [Your Company Name], we understand that financial questions and concerns don't adhere to a 9-to-5 schedule. That's why our 24/7 financial advisory services are always available to you. Whether you have a pressing financial issue in the middle of the night or need guidance during the weekend, our team of expert advisors is here to assist you at any time.
Writing A Will
It does not matter how old you are, if you have assets such as a house, savings or a business along with loved ones you would like to look after, it’s worth considering writing a Will. It can also make the lives of those you leave behind a little less daunting at an extremely difficult time. You may have worries over who would look after your children if you were no longer here. Or you may be concerned about how your family manage your care fee contributions in the future.
Lasting Powers of Attorney
A Lasting Power of Attorney will help you make sure that your wishes are followed if, for whatever reason, you’re no longer able to make your own decisions or tell people what they are. Whether it’s making temporary arrangements to pay bills whilst you’re in the hospital or appointing someone you trust to manage your affairs for the long term an LPA is a sensible choice.
Setting Up A Trust
Trusts can allow you to pass on your property or other assets to your loved ones with clear terms and assurance that those you wish to benefit actually do so. A trust exists when two or more people, the Trustees, look after property or other assets for the benefit of one or more other people.
Probate Services
When someone dies, it can be a difficult and overwhelming time for those that are left behind to deal with the legal processes that need to be completed in order to settle the deceased’s estate. Probate is the term commonly used to describe the process of finalising the affairs of someone after they have died.
Our Team
Trevor Cross
Amy Peters
Michelle Forward
Latest Posts
How to write a Will to protect your family
In this post we look at the correct way to create and write a will that can protect what you have worked hard for and your family, should the worst happen to you. We will cover the type of will you ne... ...more
Wills
February 14, 2024•6 min read
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Feedback from our delighted clients....
"We have been really pleased with how straight forward it has all been. Can we also say how very helpful and professional you have been. You have given us good advice and information which has helped us to make the decisions we needed for our Wills and we really appreciate this"
Mr & Mrs Allt - Beneficial Family Wills Clients
"Beneficial Family Wills have been extremely helpful in guiding me through the process of writing my Will. In fact, I've been so pleased that I have recommended them to multiple family members and friends who have been equally satisfied."
Mr Mapleston - Beneficial Family Wills Client
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