Using the teams’ experience and knowledge in passing wealth to future generations and supporting philanthropy and charitable causes, coupled with the advisory experience of the team on wills and LPAs across many years, Ludlow’s advisors will provide clients with bespoke advice on structuring their wills.
Rather than simply preparing a document to recite clients’ wishes, our advisors will help them consider how best to protect their nominated beneficiaries, how to retain flexibility to adapt to changes in the future, ensure inheritance tax saving opportunities are not wasted and provide privacy to clients’ wishes after they die.
Ludlow Trust Company is also happy to act as an executor, as an option for our wills clients, whilst our sister company, Charter Tax, hold a probate licence to deal with the administration aspects of an estate.
Ludlow advisors will also help clients put in place lasting powers of attorney in case they were to lose capacity through an unforeseen accident or illness, allowing their loved ones to deal with their affairs in a straightforward and stress-free manner.
Chris Thurlow, Managing Director, said “Given the knowledge and experience of our advisors, providing advice on wills and LPAs to our clients, alongside our existing expertise in running family and charitable trusts, is an exciting next step in ensuring best service for our clients, helping them achieve their wishes for the succession of their wealth, during their lifetime and beyond, whether to family, friends or charitable causes.”
Tuesday 4th October 2022