Whatever your goals, we offer intelligent, expert solutions which are tailored to your particular needs. The following case studies describe a variety of situations where we can help you avoid costly mistakes:
Second Time Around – Keeping the peace
Bryan and Sarah are divorcees who met in their mid-forties. Their relationships with each other’s adult children are fine at present, but their children have never really got along with each other. Bryan and Sarah are not sure who should be their executors or how best to provide for each other and their children in their wills. They are also worried about Inheritance Tax. Is there a way to both keep the peace and also to save tax?
What should I do next?
These are just a small selection of instances where you should obtain expert advice before taking action. Our strength is in analysing your position, recognising any pitfalls and providing creative and thoughtful solutions that suit your circumstances. For further information contact trusts@lanesmithshindler.com or telephone 0845 658 48 48.
