Protecting your assets for your loved ones

Call 01727 634839 Email contact@sbishestateplanning.com

At S Bish Estate Planning you are our priority. Our aim is to do everything we can to protect your assets for your loved ones. We offer a one-to-one, in-home service, where we will explain our Estate Planning services in plain English with no jargon. With the correct advice, you can protect your family’s inheritance from care fees, future re-marriage, IHT and probate fees.

Best Independent Estate Planning Firm Herts 2024 SME Awards
Estate Planning Service of the Year – Innovation & Excellence Awards 2024

Your assets are at risk …

There are many ways your personal assets could be at risk. It’s important that you make the right choices now so that your assets go to those you want to receive them.

One partner in a marriage dies and the other remarries

Dying without a will

Having to go into a nursing home

Guardians for minor children

Family disputes

Protecting vulnerable or disabled beneficiaries

Risking the validity of a home-made will

How do we protect your assets?

Will Writing

Your will is the most important document you will ever own. It represents your wishes from a lifetime of hard work.

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Lasting Power of Attorney

A Lasting Power of Attorney will give you peace of mind that you have taken care of the things that matter most to you.

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Family Asset Protection Trusts

The Family Asset Protection Trust (FAPT) has many advantages and ways of protecting your family’s future.

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Protective Property Trust

A Protective Property Trust (PPT) can help you protect your home and ensure it is passed on to those you care about.

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Will Trusts

With professional planning advice you can add a range of Will Trusts to your Will in order to protect those people you care about.

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Protect your assets

Watch our short video on how your assets could be at risk and how to protect them.

Customer review

“Highly recommend him

“Steve is very knowledgeable, professional and approachable. We had very little understanding of all the options for Wills and he walked us through them ensuring we understood all the requirements and adaptations if needed. We will be back to review with him as life progresses. Would highly recommend him to anyone who needs a no nonsense and experienced professional” Katherine Di-Fonzo

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Frequently asked questions

How can setting up a Trust help protect my family?

We have created a free downloadable guide to Trusts and why setting one up would help you and your family. Download →

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