We listen to your individual concerns and focus on understanding your specific circumstances and family situation as well as your broader business and independent financial adviser arrangements. We can help you plan for the future and Prydis have the skills needed to deal with all of your family and business matters.
We can assist you in a full range of personal matters including making a Will, arranging funeral plans, creating and registering Lasting Powers of Attorney and looking into any relevant care issues that may be relevant to you.
We can advise on a range of Trust matters and how these may be beneficial to your personal circumstances. This may be in the form of a lifetime trust or a trust to be set up in your Will.
Inheritance Tax may be a consideration for you and your family and we can undertake a tax planning exercise and explain the options available to you in managing this.
We can deal with a full range of estate administration duties, including applying for the Grant of Representation, completing personal or estate tax returns, encashing estate assets, preparing estate accounts, Deeds of Variation and dealing with the final distribution of assets or funds to the relevant beneficiaries.