In reality, almost everyone has an estate of some form and without proper estate planning (a Will or Trust), your wishes may not be understood clearly (or at all) and the passing of assets (your ‘estate’) may not be done in a tax-efficient way or in line with your own desires.
Estate planning is often put off because people consider themselves ‘too young’, ‘too busy’ or ‘not suitably wealthy’ – the reality is that no matter what stage in life you are at, you should ensure your wishes are understood, that your family is looked after and that your assets protected.
We can also help with loss of capacity (your ability to make decisions for yourself) through the use of Powers of Attorney, meaning that loved ones aren’t left to struggle should you be unable to look after your own interests and wellbeing anymore.
Our Estate and Wellbeing Planning team works with Gary Walker Wealth Management to provide expert advice on all aspects of Estate and Wellbeing Planning, including:
The team is all based in Aberdeen and is able to meet clients at our offices in the city’s West End or by video call.