LET US TAKE CARE OF YOUR BUSINESSES LEGACY

WE WILL ENSURE THE FUTURE IS AS SUCCESSFUL AS THE PAST

M Sqaured Accountancy has partnered with a number of Northern Ireland leading Legacy Planning specialists.

Legacy Planning

M Squared Accountancy has partnered with a number of Northern Ireland leading Legacy Planning specialists.  These specialists are leading the way in their field & can help you plan for your future in a kind & caring manner.

Many people put off planning for their future as they find this a difficult subject to bring up with their loved ones.  I have hand-picked the specialists that I have chosen to partner with.  They care about your future & will make you feel at ease & start the seemingly difficult conversation, one you wished you had had many years ago.

The list of the services that available to you are:

  • Wills & Probate
  • Enduring Power of Attorney
  • Trusts
  • Shareholder Agreements
  • Company formation
  • Inheritance Tax Mitigation

Planning

Their professional Legal Intermediary will collect & consider all relevant information in relation to your circumstances, the assets you own and your beneficiaries.

Protection

They will help you to consider all those potential eventualities in life that could adversely affect you during your lifetime and those that could affect your beneficiaries causing a loss of inheritance or a reduction in the value of your estate.

Choice

Based on what is important to you and the level of protection you require, their Legal Intermediary will ensure that you are aware of all Legacy Planning options and how they measure up in relation to what you want to achieve. They will also make sure you are aware of all purchase costs and other financial matters that could affect your estate so that you have complete knowledge and the ability to make your own informed choice.

Certainty

If you instruct them to produce your Legacy Plan, it will be undertaken by an experienced Barrister and your instructions will undergo a rigorous quality control process to ensure that your wishes will be met.

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