Our Services
With a wealth of expertise in estate planning, Sarah at Waverley Wills & Trusts provides clear, reliable guidance to help you make the right decisions for your family, your future, and your peace of mind.
Wills
The vast majority of people put off making a Will for a variety of reasons, either believing the people they would wish to inherit will automatically do so, or because they don’t think it is relevant to them at this particular time.
The reality is that you can put off making a Will until it is too late and this poses all sorts of problems for the people left behind and could mean that some or all of your inheritance either goes to the wrong person or to the state.
Firstly and most importantly is the peace of mind making a Will provides. Making a Will enables you to plan exactly what will happen to your property (estate) following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any possible disputes between relatives.
Trusts & Bloodline Planning
Ensuring your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands, is more commonly known as “Bloodline Planning”.
When assets are distributed to beneficiaries “absolutely”, (i.e. they receive cash, property or other assets as a direct lump sum payment) so much can be lost. These assets are then considered to be part of the beneficiary’s estate and would be at risk of attack from any future divorce settlements, creditors and taxation.
With the strategic use of Trusts, Countrywide Tax & Trust Corporation Limited can ensure that your children and grandchildren are able to benefit from the inheritance you want them to receive with the maximum possible protection from divorce, remarriage, taxation and creditors.
With our professional help, we can help you to set up the correct type of planning to solve all these problems. Our expertise will ensure that your assets are both fully protected from attack and immediately available to your loved ones after you are gone.
Sarah recently helped me prepare my Wills and Powers of Attorney. She explained everything in plain English and really put my mind to rest.
The process from start to finish was so simple and I couldn't recommend her enough.
Lyndsay, Farnham
Lasting Power of Attorney
There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf.
Even when we are young, we can find ourselves incapacitated owing to illness or injury and it can be invaluable having a reliable person, who is able to manage your personal affairs and remove the anxiety of having unpaid bills, at a time when you most need peace of mind.
By creating an Attorney in advance ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.
Business Succession
Hard work and dedication has meant that you have built up a sound business to benefit you and your family and naturally you would want to ensure that your loved ones are provided for in the event of your death.
So what if the worst should happen and either you, or a business partner were to die?
Without a valid Will the deceased’s share would be subject to the Laws of Intestacy and the person who inherits may not be the person you intended. Would you or your business partner be content to run your business with their surviving spouse or their beneficiaries? This could have a major impact on the running of the business or the value of the business may now go down following the death of such a key person.
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Your spouse / partner and children may not inherit your share of a business.
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Business partners may not be able to buy out the deceased’s share.
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The surviving spouse or children may be obliged to take over the running of the business.
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The value of the business could depreciate owing to the inexperience of any beneficiary.
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The business may have to be sold and the proceeds become liable to Inheritance Tax.
