Protect The Family Wealth
Estate, Tax and Financial Planning (Private Wealth) Advisory Services That Focuses on Long Term Solutions to Protect The Family Wealth
What Are The Risks You and Your Family Face if You Do Not Get Started with a Plan to Protect The Family Wealth?
If You died yesterday, are you confident your basic Will is enough to support your current family situation.
Who Will Look After Your Young Children if you die?
Who will look after your children with the same love, care and attention that you give them. Without nominating the best person, your children could suffer a double blow of pain and heartache
How will care be paid for if required
We do not support the deliberate deprivation of assets for the purpose of funding for care. However, we do support the fact the if care is required, your loved ones should get the best support available. Do you want to have a say how your spouse is cared for if required or leave it in the hands of a third party who could care less? With forward planning the Family wealth can be protected.
Divorce!
If your children marry and subsequently divorce, your hard earned assets that you would have expected to pass to your children and grand children may not pass to them at all, or perhaps your wealth and assets get's passed to another family all because of a failure to plan and mitigate family risk.
Creditors or Bankruptcy
With a simple will, assets are not protected for the next generation they way you think.
If your children run into financial difficulty with creditors or worse, bankruptcy, the inherited estate will be affected and potentially lost altogether. Is this what you want?
Vulnerable Beneficiaries
If you have children or loved ones that are considered vulnerable or disabled, a basic will does not allow for the complexities that can arise with providing adequate care and support neither does it take advantage of any tax relief reserved for vulnerable beneficiaries.
Sideways Disinheritance
Due to poor planning or no planning, the inheritance that you expected to go to your loved ones ends up being directed to someone else, disinheriting the ones you truly love. Even worse, you have no voice to correct the matter. Result – no family wealth protection
Maximum Financial Protection for Yourself and Loved Ones Is Important to You
Not having a strategic plan in place is causing anxiety and confusion due to lack of clarity and direction – you want to protect the family wealth but not sure where to start.
Financial ignorance is expensive, it feels like a deliberate trap not knowing what is the best solution to protect your family and loved ones.
We Leave No Stone Unturned With Your Estate Planning
Are You A Business Owner?
We've Got You Covered!
Like You,
We Believe
Your Assets should be structed to protect the family wealth and loved ones to enjoy for multiple generations.
Our Clients Love Us…
Ready To Move Forward?
Here's The Next Steps…
Take The Quiz
By taking the quiz you will find out your wealth score and what type of planning is recommended for your situation
Organise a Consultation
based on your wealth score, you may be recommended to book a consultation with a Specialist Adviser
Have a Full Plan of Action
Once you have your consultation, you will be provided with a bespoke plan of action ready to protect the family
wealth!
Most Business Leaders work hard to provide for their family and loved ones but have not taken the time to think about how to pass on and Protect the Family wealth for the next generation efficiently and strategically.
At ONCE Wills and Trusts Limited we know you are the kind of people who want to become financially savvy parents.
In order to be that way, you need to protect the family assets from unforeseen wealth threats and pass down wealth generationally and strategically.
The problem is that you desire maximum financial protection for yourself and your loved ones. The lack of knowledge and vast amount of information, makes you feel confused and overwhelmed resulting in lack of clarity, with no direction or strategy to move forward.
financial ignorance is expensive, and the lack of education and exposure to this knowledge almost feels like a setup.
We believe the family wealth should be protected and loved ones can enjoy the benefit of generational wealth planning. It's not an opportunity only reserved for the Uber wealthy.
That’s why we have advisers who are qualified to the highest standard to help you make an informed choice over your financial affairs, and have also assisted with over £6M worth of assets being ringfenced to date, in order to protect and direct their wealth.
Here’s how it works –
Step one: Take the Quiz and establish the lowest hanging fruit of attack of your assets i.e. Inheritance Tax. By establishing your current position, we can help you with the next move.
Step 2: Based on your result, we will provide you with simple instructions of what to do next, which may involve speaking with a Private Wealth Adviser if your situation is complex and/ or you have a large estate to consider.
Step 3: Once you have had your consultation you will receive your Strategic Family Wealth Preservation Plan. With this plan you will be certain of your next steps and be in a position to implement them steps quickly and efficiently.
So you can stop being worried about paying too much Inheritance Tax and start enjoying peace of mind and maximum protection from wealth threats
Most Business Leaders work hard to provide for their family and loved ones but have not taken the time to think about how to pass on and Protect the Family wealth for the next generation efficiently and strategically.
At ONCE Wills and Trusts Limited we know you are the kind of people who want to become financially savvy parents.
In order to be that way, you need to protect your family assets from unforeseen wealth threats and pass down wealth generationally and strategically.
The problem is that you desire maximum financial protection for yourself and your loved ones. The lack of knowledge and vast amount of information, makes you feel confused and overwhelmed resulting in lack of clarity, with no direction or strategy to move forward.
financial ignorance is expensive, and the lack of education and exposure to this knowledge almost feels like a setup.
We believe your assets should be protected for your family and loved ones to enjoy.
That’s why we have advisers who are qualified to the highest standard to help you make an informed choice over your financial affairs, and have also assisted with over £6M worth of assets being ringfenced to date, in order to protect and direct their wealth.
Here’s how it works –
Step one: Take the Quiz and establish the lowest hanging fruit of attack of your assets i.e. Inheritance Tax. By establishing your current position, we can help you with the next move.
Step 2: Based on your result, we will provide you with simple instructions of what to do next, which may involve speaking with a Private Wealth Adviser if your situation is complex and/ or you have a large estate to consider.
Step 3: Once you have had your consultation you will receive your Strategic Family Wealth Preservation Plan. With this plan you will be certain of your next steps and be in a position to implement them steps quickly and efficiently.
So you can stop being worried about paying too much Inheritance Tax and start enjoying peace of mind and maximum protection from wealth threats