Estate Planning with Clarity
Devaud Capital will help ensure you support your family, at the right times, in the right ways. We establish the best structures to protect, grow and pass on wealth.
Wills
The importance of making a Will is the most appropriate way to ensure your wishes are carried out and loved ones are catered for.
Trusts
A Trust enables you to protect wealth for future beneficiaries and can help mitigate Inheritance Tax
Power of Attorney
How would your affairs be managed if you lost the mental capacity to make key decisions?
Why Devaud Capital
We work with clients who are retired, or approaching retirement who wish to put their affairs in order. This could include advice on inheritance tax planning and how to protect their wealth for their chosen beneficiaries.
At its simplest, estate planning covers the drafting of fairly straightforward wills, granting powers of attorney and the use of trusts.
Every family is unique, so we invest our time getting to know your circumstances and understand your objectives. We put you at the heart of everything we do and will guide you through every step of what can otherwise be a complicated and daunting process.
We then put in place a framework that protects and grows your wealth during your lifetime, and importantly gives you confidence that those you love have the support and security they need, no matter what the future holds.
Our Practice Areas
Inheritance Tax Planning
The rules around Inheritance Tax and Trusts are complex. Using our extensive knowledge of Inheritance Tax legislation and Trust precedents we will fully assess your circumstances and recommend appropriate structures to optimise the tax planning.
Professional Connections
We work with a number of professional connections to ensure all aspects of your estate planning framework are put in place. In addition, we are happy to work with your own Adviser, Accountant or Solicitor
Trust Registration Service
We offer Trust Registration and ongoing maintenance of the UK and Irish register for non-professional Trustees. This service is also available to Regulated Advisers who may have non-professional Trustees looking to appoint an agent to assist with meeting these regulations.
Trusts
Trusts are one of the oldest forms of financial planning, with origins going as far back as the Middle Ages.
Wills
The importance of making a Will cannot be underestimated and is the most appropriate way to ensure that your wishes are carried out and loved ones are catered for.
Lasting Power of Attorney
Ensuring your interests are protected no matter what the future brings
Satisfied Clients
Client confidentiality is paramount. We are happy to provide Testimonials on request