ESTATE PLANNING
Helping you protect your wishes, your family and your legacy
Estate planning is about making sure the right plans are in place for you and the people you care about most.Through carefully drafted Wills, Trusts and Lasting Powers of Attorney, you can decide who benefits from the wealth you have worked hard to build, who should make decisions for you if you are unable to, and how your loved ones should be supported in the future.
Why Estate Planning Matters
A well-prepared estate plan can help you protect your family, your wishes and your wealth. It can help with
- Appointing guardians for your children
- Protecting against sideways disinheritance, for example if a surviving spouse remarries after your death
- Protecting inheritance in the event of a child’s divorce
- Protecting inheritance if a beneficiary experiences bankruptcy
- Planning for future care costs
- Considering potential Inheritance Tax
- Preparing for loss of capacity
- Recording your funeral wishes
- Keeping wealth within your intended bloodline
Horizon Mortgages and Protection Ltd advises on mortgage products and protection policies.
Horizon Estate Planning Ltd advises on Wills, Trusts and Lasting Powers of Attorney.
Keeping Your Wealth in Your Bloodline
You have worked hard to build your wealth, so it is important to make sure it passes to the people you choose.
Estate planning gives you more control over what happens in the future and can help reduce uncertainty for your loved ones at an already difficult time.
For more information, please take a look at my Legacy Legal website, which explains Wills, Trusts and Lasting Powers of Attorney in further detail.
What my client's are saying....
Kerry was awesome in everyway!!
A total one stop shop really, very helpful, very knowledgeable & very easy going as a person. I would never have been able to get a mortgage and protection without her and I'm very grateful for all she has done.
I feel safe knowing that from here on in that I have Kerry in my corner.
Danny
I first met Kerry when I was looking for a mortgage advisor.
Kerry sorted out my remortgage at the time and has since helped us to move home. She also sorted all my insurances.
More recently she has been very supportive in helping with sorting power of attorneys and a will for my husband.
Tamsin
Kerry provided us with options regarding borrowing against our current mortgage and worked within our monthly budget to find us the best protection policies to suit us should the inevitable happen, ensuring that we are financially secure.
Kerry provided competitive options and was extremely helpful in working with us to find the right solutions.
Lynn
Feel free to ask me how I can help
Tell me a little bit about what you need.
23 Lamb Park, Par, Cornwall PL24 2DR
IMPORTANT NOTE
Horizon Mortgages and Protection Ltd advises on mortgage products and protection policies.
Horizon Estate Planning Ltd advises on Wills, Trusts and Lasting Powers of Attorney.
The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.
Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. A fee may be charged for mortgage advice, the exact amount will depend on your circumstances. Wills are not regulated by the Financial Conduct Authority.
Horizon Mortgages and Protection Ltd is an appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales no. 10625787 | Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR
Wills are not regulated by the Financial Conduct Authority.
Horizon Estate Planning Ltd - Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Company number 10625489