Estate Planning with DB Consultancy
I'm David, let me help protect your assets and wealth so your children's inheritance goes to the right place!
Estate Planning facts!
2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.
If you own a business or even a shareholder of one, your spouse, partner or children may not have any entitlement to inherit your legacy.
A large proportion of any inheritance is lost in future divorce settlements, too creditors or bankruptcy and unnecessary taxation.
An estimated 70,000 people per year end up selling their homes to pay for care. The stress of this in later years can be prevented.
Protecting Your Wealth
There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.
Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We are happy to meet you in our office, or if you would prefer, we will arrange to visit you in the comfort of your own home, to assess your current situation, answer your questions and provide peace of mind for the future.
Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket.
Looking after you, your family, and the generations to follow