ESTATE PLANNING
Helping to protect your wealth down the generations through the use of Wills, Trusts & Lasting Powers of Attorney.
A well prepared estate plan will solve the following problems for you & your family
■ Appoint guardians for your children
■ Sideways disinheritance - death & subsequent remarriage of the surviving spouse.
■ Children’s divorce
■ Children's bankruptcy
■ Care home costs
■ General Inheritance Tax
■ Loss of capacity
■ Funeral wishes
Keeping your wealth in your bloodline!
You decide who benefits from the wealth that you have spent a lifetime building.
For more information, take a look at my Legacy Legal website which explains Wills, Trusts and Lasting Powers of Attorney in further detail.
Testimonials
Kerry was awesome in everyway!!
A total one stop shop really, very helpful, very knowledgeable & very easy going as a person. I would never have been able to get a mortgage and protection without her and I'm very grateful for all she has done.
I feel safe knowing that from here on in that I have Kerry in my corner.
Danny
I first met Kerry when I was looking for a mortgage advisor.
Kerry sorted out my remortgage at the time and has since helped us to move home. She also sorted all my insurances.
More recently she has been very supportive in helping with sorting power of attorneys and a will for my husband.
Tamsin
Kerry provided us with options regarding borrowing against our current mortgage and worked within our monthly budget to find us the best protection policies to suit us should the inevitable happen, ensuring that we are financially secure.
Kerry provided competitive options and was extremely helpful in working with us to find the right solutions.
Lynn
Other resources to help.
The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.
Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. A fee may be charged for mortgage advice, the exact amount will depend on your circumstances.
Horizon Mortgages and Protection Ltd is an appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales no. 10625787 | Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Terms of Business | Privacy & Cookie Policy
Wills are not regulated by the Financial Conduct Authority.
Horizon Estate Planning Ltd - Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Company number 10625489
The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.
Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. A fee may be charged for mortgage advice, the exact amount will depend on your circumstances. Wills are not regulated by the Financial Conduct Authority.
Horizon Mortgages and Protection Ltd is an appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales no. 10625787 | Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Terms of Business | Privacy & Cookie Policy
Wills are not regulated by the Financial Conduct Authority.
Horizon Estate Planning Ltd - Registered Office: 23 Lamb Park, Par, Cornwall PL24 2DR | Company number 10625489
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