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Creative thinking to help you plan for the future

It's not something anyone really wants to think about, but making a will and planning for after death is important. At Poole Townsend, our Wills & Trusts team think outside the box to make things stress-free and simple. We aim to bring you peace of mind, leaving you plenty of time to get on with enjoying life! We don’t just help you with the problems you have thought about. We know from experience what traps might lie ahead, we make sure we tell you what they are and how to sort them out.

Why its important to plan for the future?

Planning for the future gives you choices. Writing a will can ensure that assets are kept within the family and are passed on down the generations. We know how important it is to look after and protect the people you love when you’re no longer around. And you have built up your assets with blood, sweat and tears. You need to protect it for you and your family. Examples- Making a Will is no good on its own if all of your assets go on the cost of care. Second marriages create all sorts of conflicts that you need to sort effectively and creatively to make sure a surviving spouse is not hounded out by step children. Trusting people to do the right thing is great in theory but often poor in practice. We have all the answers.

Wills

You're likely to have aquired savings and investments, a house, a business (or a share of one) or even property abroad. Together, the things you own are known as your estate and your Will can state who should receive these when you're no longer here. Wills can be simple list of gifts or can include trusts to protect and control assets after you have gone so you know they will be used as you intend. 

Trusts

We love trusts. A trust is a clever and flexible way of managing your assets and can be set up to protect family assets such as property or money. You can create Trusts in your Will or in your lifetime.

You appoint Trustees to look after your assets for the benefit of the ones you want to inherit- the Beneficiaries. The Trust ringfences your assets from predators, including the taxman, the cost of care, greedy family members, your late spouse’s children or even your children’s spouses, and bankruptcy. They can be used to provide for disabled relatives or friends so that they have access to money without losing valuable state benefits. They keep life policy and pension proceeds away from inheritance tax. Trusts allow you to give things away without losing control and seeing them wasted. You keep control of the assets, laying down the rules to be followed during your lifetime and after your death.

Powers of Attorney

Planning for unexpected circumstances in later life is important and we'll explain all your options and advise you on what's best. A Lasting Power of Attorney (or LPA) enables your attorney to make decisions on your behalf even if you become unable to do so yourself perhaps due to old age, accident or illness. LPAs can be used for money and property choices, or to make decisions about the care you should receive, or not receive.

Knowing what you need from us

This is simple...you don't need to know exactly what you need, that's where we come in. We'll gather all your information and come up with a real plan that will work best for you. Our advise is aimed at presenting you with a creative solution that takes your situation in to account.

The first appointment with us is free so contact us now to see how we can help you to plan your future.

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Our clients say…

  • Martin explained the setting up of the trust and powers of attorney in layman's terms and made the process simple, clear and understandable.

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Poole Townsend are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority
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