Probate and Estates - Guardian Wealth Management Legal Services

There is a great deal of uncertainty surrounding the legal requirements when someone dies and the need for Probate and Estate Administration services. It is a common misconception that estate administration is a quick and easy task. In fact it is likely that most people faced with the task of winding up a relative’s estate will need advice and assistance and that is where Guardian Wealth Management Legal Services can help.

We can provide initial advice and where needed, give assistance at whatever level is required. This ranges from a comprehensive end to end service which deals with all aspects of administering an estate including the sale of property and businesses, completion of Inheritance Tax returns, identification and collection of all assets, paying creditors and tracing beneficiaries.

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Taxation and Trust Services - Guardian Wealth Management Legal Services

Whatever your tax requirements, Guardian Wealth Management Legal Services provided by Irwin Mitchell has the experience and expertise to provide the support you need. Every member of our team is professionally qualified as a Chartered Tax Adviser, Taxation Technician or member of the Society of Trust and Estate Practitioners. They undertake regular professional training to keep up to date with changes in legislation.

Administering a trust can be a complex, time-consuming and stressful process. Guardian Wealth Management Legal Services can explain the process at every step, take a great deal of the burden and ensure the process is as smooth and straightforward as possible.

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Lasting Powers of Attorney - Guardian Wealth Management Legal Services

With an aging population the need to protect our affairs against incapacity is becoming ever more important. If, during your lifetime, you lose the ability to make decisions for yourself you would undoubtedly want some reassurance about who would be making those decisions on your behalf. Who, for example, would operate your bank accounts and pay your bills if you did not have capacity? Arguably as important as a will, a Lasting Power of Attorney (LPA) should form part of your overall succession planning ensuring all your affairs are in order should the worst happen.

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Will Writing - Guardian Wealth Management Legal Services

Guardian Wealth Management Legal Services offer a cost effective yet high quality solution through the will writing service. We recognise that everyone is different and we tailor our service to meet your needs; it all depends on the complexity of your individual circumstances and the level of service you need.

Whilst our service is quick and efficient, we are able to offer the advice you need and can provide detailed and individual guidance on a range of issues including saving inheritance tax, setting up trusts for children and vulnerable beneficiaries and ring fencing assets for future generations.

See how Guardian Wealth Management Legal Services can help you with your will writing legal needs.

Legal Advice (Prepaid Legal) and Wealth Management

Expert legal advice and wealth management planning go hand in hand, as there are very often legal implications involved in wealth management decisions. This extension in our services allows us to build a more solid and beneficial relationship with our clients both in the UK and abroad.

Guardian Wealth Management’s Commercial Director, Ian Sweet said: “Guardian is about delivering the best for our clients both in terms of quality and range of services. Financial planning will often involve legal issues and it adds value to our proposition to enable our clients to have direct access to the expert legal advice offered by Irwin Mitchell.”

Guardian Wealth Management’s expat and UK clients can access this expert legal advice at a rate of £45 per half hour consultation, via our new legal advice helpline. Alternatively, you can arrange an appointment in order to instruct a solicitor.

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Expat Life Insurance

Life insurance for expats is a vital part of a comprehensive wealth management strategy. International financial planning company, Guardian Wealth Management, has teamed up with Global Benefits Europe to offer high quality expat life insurance at competitive prices, via the Life Protector Plan.

Expat life insurance offers a contingency to provide for your loved ones and families in the event of your unfortunate demise. Life insurance will enable your family to feel protected financially at an otherwise vulnerable and difficult time. Expat life insurance offers peace of mind, knowing that your wealth management strategy is embracing your family’s needs, even after you have passed on.

Expat life insurance via the Life Protector Plan is easy to apply for and you can pay your premiums on your chosen basis, of either monthly, semi-annual or annual payments.

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Prepaid Legal Advice

Guardian Wealth Management offers expert legal advice to expats and clients in the UK. Working in collaboration with leading law firm, Irwin Mitchell, this fantastic legal service will allow our clients to access premium quality legal advice on a pay-as-you-go basis to help with all of their wealth management and financial planning needs.

When making wealth management decisions and planning your financial strategy, it is often the case that you will need to seek legal advice as part of this process. Guardian Wealth Management has a wealth of experience in dealing with financial planning matters for expats and UK customers. By providing a resource for legal advice alongside our other wealth management services, we are able to offer for a comprehensive provision so that our clients can access all of the information that they need to make the best financial planning decisions possible.

Read more for any of your legal requirements