Wills, Trust & Tax

At D&G Independent, we offer proactive advice and a personal service that helps you protect your wealth and assets for your family and beneficiaries.

Without a will on your death, your assets will be distributed according to the law and not necessarily your wishes. Writing a will can be complex, especially if your beneficiaries are involved in the process. We have access to specialist will writers who can offer impartial advice and record the exact way you would like your wealth to be shared.

Of course, a will is only concerned with the value of your assets at the time of your death. If, for any reason, your wealth and assets have depreciated, your beneficiaries could be left with very little. Before that happens, we can help you set up an asset trust that is designed to protect your assets during your lifetime.

Typically, a number of assets are placed in the trust. These can be added and removed if your circumstances change. Asset trusts are usually used to protect property. As you remain the principle trustee, you cannot be evicted from your home by other trustees.

Tax planning can be complex and if you want to improve your tax efficiency, we can help. By reviewing your financial circumstances and ongoing objectives, we can offer impartial advice about how you can mitigate your tax liabilities.

For more independent advice and guidance about wills, trusts and tax, please arrange a free, no obligation consultation by calling 01352 754272 or emailing info@dandgifa.co.uk.

D&G Independent Limited is authorised and regulated by the Financial Conduct Authority, No 585148.
D&G Independent Limited, Park House, Ffordd Byrnwr Gwair, Broncoed Business Park, Mold, Flintshire CH7 1FQ
T: 01352 754272 |  info@dandgifa.co.uk

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