Get in Touch
Call now on
0151 601 4390
Click Below to book an appointment. The first meeting is at our expense with no obligation.
Testimonials
We had no idea about the trust you recommended was even available to us. You have helped us to mitigate inheritance tax, and ensure that our home and assets will be passed to our children when we pass away. Thank you.
Mr & Mrs Gledhill, Cheshire
Testimonials
Martin is an energetic and passionate practioner. Tireless in his pursuit of excellence for his clients. Knowledgeable and effective, his team are always looking for new ways to bring benefit to their offering and their clients.
Paul O'Donoghue CEO The Distillery
Testimonials
Thank you for your advice on our wills and the recommendation of certain trusts to help pass on our wealth to our children, and at such a reasonable cost. It was a pleasure doing business with you”
Mr & Mrs Passey, Chester
Care Fee Planning
Click the Book Appointment button to the right to either ...
Request your copy of our Exclusive Estate Planning Brochure
Book a Non Cost Consultation
Submit a General Question
If you plan to leave your assets to beneficiaries and have made provision to do so within a Will, we would urge you to review your position.
As we continue to benefit from advances in medical science and grow older as a nation the need for us all to cover the cost of our long term care increases every year.
Some Facts . . .
In 2009 over 21000 Pensioners Homes Were Sold To Pay For Care. This figure has increased dramatically over the last 10 years alone.
The Local Authority Can Take All Life Savings Above £23250 To Pay For Care Fees. It Can Then Take the Rest of Your Savings on A Sliding Scale Down to £14250.
The Local Authority Can Also Sell Your Home to Cover The Cost of Long Term Care. The Data shows That 1 In Every 4 People Over 65 Will Go Into Care At Some Stage.
Don’t Give Your Assets Away You Will Lose All Control Over Them. Gifting Your Assets To Your Family Now May Result In Tax Charges.
If Worried About Inheritance Tax We Have Saved our Clients Over £14 Million already.
Arrange or Review your Will And Get Lasting Powers Of Attorney Included In A Package.
The Government Would Rather You Gave The Money To Them Over Your Children.
Contact Us Today To Protect All of Your Tomorrows
See Our Press Release Section To View A Real Live Case Study For Mr & Mrs McCrorie.
