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Wills & Trusts

Wills & Trusts

Protecting the estate you have worked hard to build is essential, but often put off until too late.

At Broom Consultants we are committed to providing a full range of services to our clients and as part of that commitment we have linked with Countrywide South East LLP to provide our clients with much needed bespoke estate planning services. 

Countrywide offers specialists in all areas of estate planning, including Wills, protecting wealth using Trusts, Inheritance Tax planning and Lasting Powers of Attorney.  

With the correct planning in place you can ensure that your wealth passes to the right people at the right time and in a manner that provides protection and is efficient for tax purposes. In addition our service ensures that people you choose can manage your financial and welfare affairs if you become unable to do so due to mental or physical incapacity. This important aspect of planning gives someone you trust control of important decisions, rather than a Government agency (the Court of Protection).

Reasons you should consider planning through wills and trusts
  • The financial burden of long term care.  
  • Children getting divorced
  • Future insolvency problems
  • Surviving spouse entering a new relationship
  • Avoiding the time delays of probate
  • Inheritance and other taxes
  • Legislation Changes

Countrywide South East is now available to provide solutions that can be put in place now to ensure maximum protection for you and your family against the potential problems stated above, To find out more please go to our web site

If you would like to contact us please  email the Wills and Trusts team for further information or to book your appointment.

Broom Consultants Limited is authorised and regulated by the Financial Conduct Authority.