Wealth planning for your future
Whether you would like to protect your wealth, or you’re looking to build wealth to achieve long-term financial stability for the future, our team of independent wealth planners can help.
At Mogers Drewett we recognise that wealth planning and protection requires both legal and financial advice. That’s why we have our own in-house financial planners. Authorised and regulated by the Financial Conduct Authority, Mogers Drewett Financial Planning (MDFP) work alongside our legal teams to provide a truly seamless service that takes into account what you need now and what you want to achieve in the future. Wealth protection advice from our financial planning team can be found here.
Our legal services include:
Estate planning
Estate planning is essential to make sure your wealth is protected for you and your family. By putting in place estate planning documents such as Wills, trusts and lasting power of attorney/s, you can make sure you are tax efficient and that your loved ones are provided for in the future.
Tax planning
No one likes paying tax, so why pay more than you need to? With some smart planning now and use of trusts, gifts, exemptions and reliefs, you could reduce the amount of tax you pay and maybe avoid inheritance tax altogether.
Trusts
Trusts are used for a number of reasons, sometimes to protect your assets or provide protection for vulnerable individuals. They are a very tax-efficient way of sharing out wealth between generations as part of a tax-planning exercise.
Wills
Having a Will in place is the only way of guaranteeing that your wishes and your loved ones are looked after when you are no longer here. Without a Will, your loved ones will be faced with a lengthy administrative process at a difficult time, which can often lead to disputes between family members.
Planning for care home fees
As we are all living longer, one of the challenges we face is being able to meet the costs of ongoing care while protecting assets that will become the inheritance for our loved ones. Our team of experts can take you through the options available to you in order to achieve the future you want for you and your family.
Notarial Services
Documents to be used overseas often need to be prepared or certified by a Notary Public. A Notary Public is internationally recognised and authorised to prepare and certify the signing of many different types of documents to be used overseas.
Next steps: get in touch
If you need legal advice on how to plan and/or protect your wealth, contact our wealth planning experts on: 0800 533 5349 or enquiries@mogersdrewett.com. For advice from our financial planning team, you can call 01225 308333, email financialplanning@mogersdrewett.com or see our range of financial services
Meet the team
Frequently asked questions
Wealth protection describes the use of different strategies to preserve and secure your wealth for the next generation. Regardless of where you are in your life journey or how much wealth you have, looking after your money now not only helps you to lead the lifestyle you want but helps you plan for the future of your loved ones.
The exact cost will depend on an individual’s circumstances. See our full pricing information
Failing to have appropriate protection in place can often have devastating consequences. We spend years building up our wealth so that we can live the life we want and provide financial stability for the ones we love. But as we all know, nothing is certain. If you were no longer able to work or needed long-term care, the last thing you would want to do is sell off any hard-earned assets to pay for healthcare or living costs. Planning now can provide some form of protection for what’s around the corner.
Mogers Drewett Financial Planning is a trading style of Centurion Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority and registered in England and Wales. FCA Number 509905. Company Number 7001057. Registered Office: Channel Court, 8 Hill Road, Clevedon, Bristol, BS21 7NE
A Notary Public is internationally recognised and authorised to prepare and certify the signing of many different types of documents to be used overseas.
Our notary services
Our team can deal with a wide range of personal documents for foreign use including:
• Certifying documents for use abroad
• Helping with paperwork for getting married or working abroad
• Preparation and execution of powers of attorney
• Overseas adoptions
• Visa applications
• Bank documents
• Certified copies of passports and other documents
• Lost passports and other documents
Yes we do. If you are planning on buying a foreign property or thinking about getting married abroad, get in touch we can help.
A Notary Public is internationally recognised and authorised to prepare and certify the signing of many different types of documents to be used overseas.
Our notary services
Our team can deal with a wide range of personal documents for foreign use including:
• Certifying documents for use abroad
• Helping with paperwork for getting married or working abroad
• Preparation and execution of powers of attorney
• Overseas adoptions
• Visa applications
• Bank documents
• Certified copies of passports and other documents
• Lost passports and other documents