At Richardson Tribe our processes all begin with a free consultation. These can be on the phone by Zoom or Skype or in person face to face.
In the new Covid led era, Zoom and Skype have become our main consultation process and they can sometimes lead to a face to face meeting.
We ask that you have some information ready for the consultation, we need you to have a rough idea of what your estate is worth and how your estate is made up, so an idea of the value of any property you own and a rough idea of all monetary assets and investments and if there are any other substance assets such as art work cars or jewellery.
This allows us to understand if you have a Tax issue or a potential tax issue in the future and to be able to advise you in the best way possible.
We also need you to have a clear idea of what you want to achieve with your estate planning, do you want to protect against tax? Or a child divorcing? Or cutting a child out? Do you want to provide for a vulnerable beneficiary who may disabled and has special needs?
Once we have gathered all of this information at the consultation we can then present you with all of the solutions available to you, we explain them fully and can detail any prices and costs that each solution will entail.
In most cases there is more than one solution available and with our advice we can help you pick the one most suitable to your needs. All of our advice can then be followed up in writing so you can reflect on everything that has been discussed.
We have a great depth of skills within the team that cover all areas of estate planning so can assure all of our clients of a great service.