Martin Barry Estate Planning
The team at Martin Barry Estate Planning have been providing Wealth Management and Estate Planning solutions to both individuals and corporate institutions in the UK for over 15 years. Over this time we have found that while many clients have similar concerns, they all require individual solutions to meet their personal objectives. The best way that Martin Barry Estate Planning can provide the perfect solutions is to build a professional and trusted relationship with every client, that enables us to tailor our advice to suit your personal circumstances.
We understand that your situation is individual to you and only a bespoke solution will address this fully after completing a full assessment of your current situation and wishes. We offer a free initial consultation and Will review so that you don't leave it all to chance, you leave it all to those who you wish to benefit. This means that we are able to offer our clients a complete financial planning service ensuring their wealth continues to grow whilst minimising tax liabilities and protecting themselves, their families and their businesses.
We would work in partnership with carefully selected companies who reflect the same ethos as ourselves, these include the most respected solicitors, accountants and financial advisers. We would welcome the opportunity to help you as I have helped so many others over the years.
Martin Barry Estate Planning has a range of competitively priced products and Services. By using a combination of these Services we will ensure that your assets are protected. Our services include; long term care, bloodline planning, inheritance tax planning, business asset protection, tax mitigation strategies, professional trustees, Wills, full probate services, deed of variation, conveyancing, power of attorney (LPA), living Wills / advanced directives and parental responsibility.
Martin Barry Estate Planning can help you deal with the loss of a loved one, which can be a very difficult and stressful time. But even at this stage - it is not too late to plan. Our qualified probate team offer more than just help dealing with obtaining the grant of probate. We can offer independent advice on the Will itself and can ensure that the assets being passed through the Will to the beneficiaries are protected from care costs, further inheritance Tax, Divorce, Ccreditors and Bankruptcy. A friendly and sympathetic team member of Martin Barry Estate Planning Wealth Management will meet you initially free of charge in the comfort of your own home, and give you professional advice with a competitive fixed fee.
Martin Barry Estate Planning also offers business estate planning strategies which are tailor made to suit you and your business, offering protection if anything were to happen to you and your business partner. The use of business trusts will ensure that your business assets pass directly to your beneficiaries without impacting on their estates and later giving these same assets protection from any potential threats from care costs, further inheritance Tax, Divorce, Creditors or Bankruptcy.
