Effective wealth planning for your future
Whether you would like to build wealth for long-term financial stability or protect the wealth you have, our team of independent wealth planners can help.
At Mogers Drewett, we recognise that wealth planning and protection requires both legal and financial advice. That’s why we have our own in-house financial planners.
Authorised and regulated by the Financial Conduct Authority, the Mogers Drewett Financial Planning (MDFP) team works alongside our legal experts to provide a truly seamless service. We take into account what you need now and what you want to achieve in the future to solve all your financial planning needs.
Our financial and wealth planning services
Estate planning
Estate planning is essential to make sure your wealth is protected for you and your family. By putting in place estate planning documents such as Wills, trusts and lasting power of attorney, you ensure your loved ones are provided for in the most tax-efficient way possible.
Tax planning
No one likes paying tax. So why pay more than you need to? With some smart planning now and use of trusts, gifts, exemptions and reliefs, you could reduce the amount of tax you pay and maybe avoid inheritance tax altogether.
Trusts
Trusts are used for a number of reasons, such as to protect your assets or provide protection for vulnerable individuals. They are a very tax-efficient way of sharing out wealth between generations as part of a tax-planning exercise.
Wills
Having a Will in place is the only way of guaranteeing that your wishes and your loved ones are looked after when you are no longer here. Without a Will, your loved ones will be faced with a lengthy administrative process at a difficult time, which can often lead to disputes between family members.
Planning for care home fees
As we are all living longer, one of the challenges we face is being able to meet the costs of ongoing care while protecting assets that will become the inheritance for our loved ones. Your wealth management solicitor can take you through your best options for achieving the future you want for you and your family.
Notarial Services
Documents to be used overseas often need to be prepared or certified by a Notary Public. If you want to buy foreign property, have a business overseas or plan to get married abroad, you need notarial services.
Next steps: get in touch for wealth planning advice
If you need legal advice on how to plan and/or protect your wealth, contact our wealth planning experts on: 0800 533 5349 or enquiries@mogersdrewett.com. For advice from our financial planning team, you can call 01225 308333, email financialplanning@mogersdrewett.com or see our range of financial services
Meet the team
Frequently asked questions
There are three stages of wealth planning: growing your wealth, protecting your wealth and passing it on. Wealth planning services give you reliable, actionable advice at each stage of your wealth journey.
We spend most of our lives working to earn money. But with wealth planning services, you receive the guidance and advice you need to reach your financial goals more quickly. That means you can spend more time enjoying your money and ensure as much of it as possible reaches your loved ones when you’re gone.
Wealth protection describes the use of different strategies to preserve and secure your wealth for the next generation. You can start wealth protection no matter where you are in your life journey or how much wealth you have. Looking after your money now not only helps you to lead the lifestyle you want but helps you plan for the future of your loved ones.
Failing to have appropriate protection in place can often have devastating consequences.
We spend years building up our wealth so that we can live the life we want and provide financial stability for the ones we love. But as we all know, nothing is certain.
If you were no longer able to work or needed long-term care, the last thing you would want to do is sell off any hard-earned assets to pay for healthcare or living costs. Planning now can provide some form of protection for what’s around the corner.
The exact cost will depend on your particular circumstances. See our full pricing information for more details.
Mogers Drewett Financial Planning (MDFP) is a trading style of Centurion Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority and registered in England and Wales. FCA Number 509905. Company Number 7001057. Registered Office: Channel Court, 8 Hill Road, Clevedon, Bristol, BS21 7NE.
A Notary Public is internationally recognised and authorised to prepare and certify the signing of many different types of documents to be used overseas.
Yes we do. If you are planning on buying a foreign property or thinking about getting married abroad, get in touch we can help.
Our team can deal with a wide range of personal documents for foreign use including:
- Certifying documents for use abroad
- Helping with paperwork for getting married or working abroad • Preparation and execution of powers of attorney
- Overseas adoptions
- Visa applications
- Bank documents
- Certified copies of passports and other documents • Lost passports and other documents
