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Retirement and
Wealth Protection

Retirement and Wealth Protection

How can you ensure you’ll have enough money to enjoy a secure retirement? And what happens if you need care as you grow older?

Or if you run a business, what’s the best way to step down, sell on or transfer your assets to children and other family members when it’s time to retire?

Making plans for the retirement you deserve

With our in-depth wealth protection experience, we can ensure you have plenty of options in all these matters. At first it can seem complicated, but our friendly experts can talk you through it all in straightforward terms.

As members of STEP (the Society of Trust and Estate Practitioners) and SFE (Solicitors for the Elderly) we’re well placed to help you understand and take full advantage of your options.

Access to wider partnerships to achieve the best results

We’ve developed close relationships with other specialist professionals we can recommend highly. Through us, you can access trusted accountants, fund managers and chartered independent financial advisers. And like us, they’ll treat you with utmost respect and assure full confidentiality.

Peace of mind through retirement and wealth protection experts

The two major independent law guides have ranked our Wealth Protection team the best in Devon and Cornwall, so you’ve full reassurance you’re choosing the right people to help you with some of the most important decisions you’ll ever make.

Our recent experience includes:

  • advising a farming family on new wills for the parents, and for the next generation taking over the farm, including restructuring the business to bring the child and spouse into the partnership while ensuring adequate provision for other children
  • advising a farmer who had several children but wanted to leave the farm to just one of them, we suggested bringing the main beneficiary into partnership and restructuring the will to ensure fair provision was made for the other children
  • assisting a major shareholder in his business succession planning, including using a trust to maximise Inheritance Tax relief
  • advising an estate owner on a major transfer of the estate assets to the next generation, with built-in protections against future divorce.

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