Planning for your Old Age

We prefer to call this “preparing for the future”. Our experience shows that if you plan early it is more cost effective, easy and above all gives you peace of mind. We recommend that, at the very least, you should make a will and a power of attorney as soon as you can and that you review your arrangements every 2 years but sooner if your circumstances change in between times. This will make sure that we are familiar with your circumstances and that you don’t miss changes in the law that otherwise you would not be aware of.

By forming a relationship with us, you can rest easy knowing that you have made the most of your tax allowances, that your estate will pass to your intended beneficiaries, you are equipped for life’s complications and most importantly that you have removed worry from some of the most difficult situations that you and your family will encounter.

We strongly believe that the greatest gift you can give to others is protect their freedom by making sure that you are organised and independent in your old age or in difficult times.

Contact: Tom Sorby or Susan Brady