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:
Executors and Trustees – getting it right
Mark has recently lost his older brother Andrew who appointed him the executor and trustee of his will. Andrew left his entire estate to his son Justin, presently aged 11, who is to receive his entitlement when he reaches 25. Mark wants to act properly but does not know where to start and has a full-time job. What should he do first? What is the best way to safeguard Justin’s inheritance?
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.
