Estate Planning
At Ad Valorem, we believe estate planning is not just about documents – it’s about peace of mind. Whether you’re protecting your family, your business, or your legacy, thoughtful planning today can help you avoid confusion, conflict, and costly mistakes tomorrow. Our expert guidance ensures your wishes are respected, your assets are safeguarded, and your loved ones are supported, no matter what the future holds.
Why Estate Planning matters to you?
If something happens to you, you would want someone you trust to handle your affairs, not someone appointed by the court. It is therefore important to appoint the right people for the role. We can support this and even step in as your trusted advisor to assist in the event of your death or loss of capacity.
Protect your loved ones
Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning what will happen after your death to make the lives of your loved ones much easier
Prevent family conflicts
If you don’t make a will the intestacy rules will dictate how your estate is divided. These are rules based on blood relationships and obviously will not be adequate for everyone. This can cause tension and additional stress when time comes
Avoid a big tax bill
If you own your own home and/or other significant assets then your estate may be liable to inheritance tax. By taking advice on your estate you can navigate these liabilities carefully and minimise any tax aspects.
Protect your business and personal affairs
If something happens to you, you would want someone you trust to handle your affairs, not someone appointed by the court. It is therefore important to appoint the right people for the role. We can support this and even step in as your trusted advisor to assist in the event of your death or loss of capacity.
If you would like to discuss making a will or have questions around estate planning, please do not hesitate to get in touch.
We (Ad Valorem Estate Planning Services Limited) work in partnership with Private Client Online (PCO) to provide a complete start to end service. While we advise on the required solutions the legal drafting is done by qualified legal experts at PCO to ensure that everything is correctly drafted.
Helps me make the right decisions.
“I know I can count on Ad Valorem for sound and reasoned financial advice – the kind that helps me make the right decisions.” Neil […]
SERVICES
Your Ambitions, Our Expertise
Ad Valorem are a family run accountancy practice who are perfectly placed to help you with every financial aspect of your business. We focus on providing businesses and individuals with the best technology available, to ensure clients are operating as efficiently as possible, whilst fully understanding their financial position.
With offices in Milton Keynes and Cambridgeshire, Ad Valorem is one of the region’s leading firms of accountants, auditors, tax specialists, and business advisors. We adopt a proactive approach to both compliance and advisory services, placing people and their experiences at the heart of what we do. By maintaining open communication and meaningful conversations, we ensure we fully understand our clients’ goals and ambitions.
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