Estate Planning Simplified

Everyone has possessions they will leave behind when they die, making estate planning an important consideration.

Your estate consists of everything you own: your home, any other piece of real estate, car, furniture, and other personal possessions. It also includes all your finances (bank accounts), investments, and life insurance. The value of each one may be modest but they all form part of your estate – something you can’t take with you when you die.

Without instructions, these assets can take a long time to be distributed.

Many people think estate planning just means preparing a will, but it covers much more than that. It is, in fact, just as crucial as retirement planning because you want it to last your lifetime and pass along all your assets to your loved ones. It involves:

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Reducing or eliminating taxes, now and in the future

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Getting rid of probate headaches and costs

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Effortless transfer of assets to “named” beneficiaries

Estate Planning

Estate planning is not just for wealthy or retired people, although people who have built some wealth often think more about preserving it.

Unfortunately, we can’t successfully predict how long we will live, and illness and accidents happen to people of all ages. Therefore, we assist all our clients in making a financially efficient and uncomplicated estate plan at any stage of their lives.

Other Services

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Set Up A Consultation

Reach out to the experts at Carey Suen today and begin putting plans in place to secure the future of your legacy.
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Wills

Without a Will, the Court of Probate makes decisions on your behalf –  the risk being your possessions will not be distributed as you would like.

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Trusts

Your property passes immediately and directly to your named beneficiaries whenever needed with the right type of trust in place.

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Power of Attorney

You choose who makes decisions, in keeping with your preferences, for the handling of your medical care, assets, and investments.

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Guardianship

Ideally, guardians should be appointed in a Will and a Deed, giving them immediate access to take charge of the care of children.
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Digital Wills

Manage the fate of your online presence and assets in one document without having to make arrangements with each site.
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Cross-Border Planning

It is important to consider your overall tax status when you marry or move to another country or invest in an asset away from home.
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Company Protection

The company should consider how it would financially replace its key person if this person were to die or become incapacitated.
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UK Citizens

Special rules apply to the calculation of inheritance tax on the global assets of UK passport holders who live outside the UK.

Estate Planning Services

We specialize in a diverse set of bespoke wealth management solutions meant to protect you and your assets from both the uncertainties and eventualities of life. Our services include:

  • Helping you stay in charge of what happens to your possession when you die.
  • Ensuring your beneficiaries (especially those most vulnerable) are taken care of.
  • Catering to the tax concerns of UK citizens who live abroad as well as those with international family ties or investments
  • Helping you secure your digital property in an increasingly digital world.
  • Providing advice and solutions for leader replacement in cases of retirement or death.
  • Ensuring someone is assigned to carry out your wishes in the event you are unable to do so.

All of our processes require an in-depth knowledge of the laws and taxes applicable locally and globally.

They also require the flexibility to create unique solutions that cater to the specific situations and scenarios our clients bring to us.

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