Professionally Qualified
Consultants

Here to guide you through all of your estate planning requirements and offering financial advice you can trust.

Will Writing Service

We can provide you with a single or mirror will which will make sure all of your inheritance is handled in accordance with your wishes.

Power of Attorney

Creating a Power of Attorney in advance ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.

Will
Writing

If you have dependant relatives, own a property, or have any type of asset which you wish a loved one or charity to benefit from then you need to make a will.

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Estate
Planning

Estate planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you're gone.

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Affiliates

We currently work with a large network of financial advisers who trust us to look after their clients estate planning needs.

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Messenger Financial Management : Business Succession

Business Succession

How can I preserve my business assets for my family?

Hard work and dedication has meant that you have built up a sound business to benefit you and your family and naturally, you would want to ensure that your loved ones are provided for in the event of your death. So what if the worst should happen and either you, or a business partner were to die?

Who would actually be entitled to this share of the business?

Without a valid Will, the deceased’s share would be subject to the Laws of Intestacy and the person who inherits may not be the person you intended. Would you or your business partner be content to run your business with their surviving spouse or their beneficiaries? This could have a major impact on the running of the business, or the value of the business may now go down following the death of such a key person.

Without the appropriate Business Succession strategies...

  • Your spouse / partner and children may not inherit your share of a business.
  • Business partners may not be able to buy out the deceased’s share.
  • The value of the business could depreciate owing to the inexperience of any beneficiary.
  • The business may have to be sold and the proceeds become liable to Inheritance Tax.

Our business estate planning is tailormade to suit you and your business, taking the standard planning options available on the High Street a significant step further.

 

Information Leaflets

We have produced a number of information leaflets which we hope you will find useful.

If you require any more information or you would like a free no obligation consultation then please Click Here to go to our free consultation enquiry form.

Testimonials

  • Male testimonial
    17th September

    "Thank you for all your help"

  • Female testimonial
    16th September

    "I feel this is more personal service........ Very Happy !!! Thank you :)."

  • Female testimonial
    9th September

    "Very helpful and understood exactly what I wanted."

  • Female testimonial
    26th July

    "The representative was very clear and extremely helpful."

  • Female testimonial
    16th May

    "The representative you sent was courteous, contacted me prior to arriving early, and made things uncomplicated and relaxed. Thanks."

  • Female testimonial
    26th April

    "James Messenger is very 'user friendly'. A good listener and answers all questions reassuringly. He talks you through the process explaining each stage clearly with no jargon."

  • Female testimonial
    2th April

    "James Messenger clearly knows his 'stuff' and instils confidence. Helpful with other 'death related' legal topics. Would recommend."

  • Female testimonial
    09th April

    "Professional service."

  • Female testimonial
    22nd March

    "Have not actually had appointment yet but already impressed with my dealings with your company by the helpfulness of your staff when I made initial enquiries."

  • Female testimonial
    07th March

    "Thanks for your time and sorry to keep you so late on a Friday evening. We look forward to receiving our Wills etc..."

  • Female testimonial
    03rd March

    "Good knowledge of products offered by your advisor."