Estate Planning

​We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?

Estate Planning

We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?

It is a fact that most of us create and build wealth and assets for our children. It’s what we spend the sleepless nights for; it’s what we spend long working hours for and it’s why we make sacrifices in our life.

Protecting your assets and your wealth so that your children and grandchildren can benefit from them is one of the most valuable gifts you can give your loved ones. We understand this completely. We’ve done it for our own families.

There are a number of ways we can help you plan so that your wealth does what you want it to do for your loved ones including:

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It is becoming increasingly important to ensure the smooth transition of your wealth to the next generation in accordance with your wishes and plans. Planning ahead is especially important today, where families can be much larger and more complex than those in previous generations. When doing this we’ll look at tax-efficiency, control, timing, access, sustaining your standard of living, and protection.

We believe it’s vital for everyone to have a will. Wills can distribute your property, name an executor, name guardians for children, forgive debts and more. Having a will also means that you decide who gets your property when you die. There is absolutely no downside to making a will.

A lasting power of attorney is a legal document that allows you to appoint one or more people to make decisions on your behalf for health-related and financial matters. An LPA lets you choose people to look after your affairs if you lose mental capacity.

Whenever someone dies the value of their estate becomes liable for IHT. If you are domiciled in the UK, your estate includes everything you own, including your home and certain trusts in which you may have an interest. IHT explores ways of reducing the tax burden of your estate on the next generation.

A trust is a legal way to hold and protect your assets for the future. A document called the trust deed is the set of rules for the operation of the trust. There are several types of trusts, suitable for different families with different needs and circumstances. The key to estate planning is to find combinations of a variety of the above-mentioned tools to meet your goals with regards to your estate and your children. The Duke Godley team has experience working with people from different generations of families that vary financially and culturally. We are always sensitive to your needs, aspirations and circumstances and this is what makes us stand out.

But we also know that we are at the top of our game when it comes to the latest financial information, market trends and regulations. Moreover, with our years of experience in the field, we’ve learned how to find creative solutions to complex situations and we’ll tailor our approach to your unique circumstances.

Give us a call on 020 8515 1200 or email us if you’d like to discuss how we can help with your investment strategy,
whether it’s for you personally or your business.

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