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

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