Protecting your Assets

“In this world nothing can be said to be certain, except death and taxes.” — Benjamin Franklin 1789

Offer your Clients a Free Review

Contact us to arrange a free review of your clients’ existing wills.

Protect and Grow

Protect and grow your client’s assets through our trusted advice.

Will your assets slip through your family's fingers?

Protego-te has many years’ experience helping people through the often tricky minefield of ensuring when they pass away their hard-won assets end up in the hands of those they intend to benefit. Our simple mantra is to help you protect your assets by giving you clear and concise information so that you can make an informed choice.

We specialise in Wills, Trusts, Lasting Powers of Attorney and providing information on how you can both grow and protect existing assets using our ‘later life planning‘ seminars.

Your needs will be unique to you, your family and your circumstances. Yes, you can buy an off-the-shelf Will and complete it yourself and, on many occasions, it will suffice. However, for professional Wills, Trusts and LPAs that are created by our legal team then you need look no further than Protego-te. We have a money back guarantee if you are not happy with our service. Contact us today!

Services

Wills & Probate

A Will is a signed legal document (by you and witnesses) that lets you decide what happens to your estate; money, property and possessions etc. after your death. Making a Will ensures that when you die your estate is shared according to your wishes.

About Wills & Probate

Trusts

A trust enables you to manage your assets (money, investments, land or buildings) so that when you pass away the assets end up with those you wish to benefit. There are different types of trusts and they are taxed differently.

About Trusts

Lasting Powers of Attorney

A ‘lasting power of attorney’ (LPA) is a document which gives an ‘attorney’ (your representative) legal authority to make decisions on your behalf (you the ‘donor’). Crucially, the power continues after you lose the mental capacity to make decisions for yourself.

About Lasting Powers of Attorney

Later Life Planning

No-one can be certain how long they will be retired; sadly, you hear stories all the time of people passing away within months of retiring and conversely, we are seeing more and more people reaching 100! It is essential to plan ahead.

About Later Life Planning

Testimonials

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