PROTECTING YOUR WEALTH
Planning your Estate does not have to be complicated, or costly. We provide a bespoke friendly service, solutions tailor made for individual circumstances to fit every pocket. We offer face to face appointments here at our office or in the comfort of your home, alternatively we can arrange a virtual meeting or phone call with a Wills and Trust specialist.
QUICK BASIC FACTS
01
WILLS
Everyone should have a will, but 2 out of 3 people have not yet made a will and those that have, may not have the correct will in place.
02
INHERITANCE
A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.
03
BUSINESS INHERITANCE
If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.
04
CARE FEES
An estimated 70,000 people per year have to sell their homes to pay for care.
ABOUT US
We are a dedicated and passionate team, as a small company, we each have our own specialties within the financial and wills and trusts sector, often working collectively, enabling us to offer a bespoke service to our clients.
Based within The Rufus Centre, Flitwick, Bedfordshire, covering the whole of the UK.
We manage anything from a simple will, to complex trust, work and business succession and inheritance tax mitigation.
TRACEY PUGH
Wills and Trust Specialist
JAMES WIGGET
Partner, Inheritance Tax Mitigation Specialist
JAMES CARTER
Financial Adviser
STEFAN MORGAN
Partner, Financial Planner
WILLS
Taking care of your loved ones
The absence of a will can cause problems, heartbreak, financial hardship, and unnecessary expense for your family at the very worst possible time. A will is a legal document that expresses your wishes, without a will you die intestate, the state will decide who benefits from your estate.
POWER OF ATTORNEY
Protecting you in life
A lasting power of attorney (LPA) is a legal document that lets you (the ‘donor’) appoint one or more people known as (the attorneys) to make decisions on your behalf.
This gives you more control over what happens to your health and financial matters if you have an accident or an illness and cannot make your own decisions, lack of mental or physical capacity. There are two types of LPA’s; financial matters and health and welfare.
TRUSTS
Protecting your assets
Trusts protect your assets from:
• Divorce settlements
• Creditors/bankruptcy
• Taxation
The strategic use of trusts ensure that your children and grandchildren (blood line planning) can benefit completely from their inheritance, at the same time, protect the family home and assets from being lost to long term care costs.
BUSINESS SUCCESSION
Protecting your business assets
Without a valid will, the deceased's share would be subject to the laws of intestacy and the person who inherits may not be the person you intended.
Our business estate planning is tailor made to suit you and your business, taking the standard planning options available a significant step further.
ADVANCE DECISION
Living will
An advance decision is a legal document that states your right to refuse medical treatment, it lets your family, carers and health care professionals know your wishes if you are unable to communicate those decisions yourself. They are also known as an ‘ADRT’ or’ living will.
CONTACT US
Morgan de Vere Wills and Trusts LLP
The Rufus Centre
Steppingley Road
Flitwick
MK45 1AH
Tel: 01525 721843
Mob: 07854 529052
Email: tracey@mdvwt.co.uk
Morgan de Vere Wills and Trusts LLP
Registered as a limited company in England and Wales under company no: 0355809
Ltd address: 44 The Pantiles, Tunbridge Wells, Kent, England, TN2 5TN
We are committed to providing our clients with an excellent service, but in the event that you are dissatisfied with any aspect of our service please write to us.
We do not see complaints as unwanted. In fact, they may help us to see where our services or procedures could be improved.
Please note - we can only deal with written / emailed complaints. You should mark your complaint "for the attention of the Office Manager" and it will be dealt with as quickly as possible.