The right money in the right hands at the right time.
The peace of mind you’ll get from talking about money and death whilst you’re still here hands-down beats the uncomfortable feelings that have made you avoid it so far.
Planning ahead for what you leave behind?
Or want to see your family enjoy the support you can give them now?
We’ll chat with you about your wishes and how we can help you fulfil them.
We want to reassure you that talking about money and death isn’t bad taste but in fact, the most sensible thing to do for you and your family.
Deciding what to do with your money and estate and having a good plan in place means your loved ones won’t be burdened by navigating through your finances when you die.
Chat with Lovegrove about:
Estate Planning
Trusts
Inheritance, and Inheritance Tax Planning
Gifts and Giving
Later Life Planning
We will help you make a plan that is unique to you and your circumstances.
Supporting your children or grandchildren
Good causes you would like to support
Second marriages and blended families
Family members with special needs
Loved ones who might be irresponsible with money or may need future protection from creditors or divorce
The transfer of your business at your retirement, disability, or death
Your care if you become disabled or incapacitated before you die
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. Trusts are not regulated by the Financial Conduct Authority.