July 23, 2020

Testimonial on Financial and Legal Support

This post was written by: Jade Gani

We share a glowing testimonial that our Head of Wills Jade Gani received from a client. This matter will be included in our upcoming Estate Planning Webinar.

“I would like to take this opportunity to thank both Karan and Jade for all the support they have given me and my family over the last 3 years. They have worked seamlessly together to provide a package that covered all the financial and legal support we required in a very professional manner.

In 2017 my husband and I decided to invest his pension with a view to maximise the amount available to use and to minimise the amount of inheritance tax that would need to be paid. We were introduced to Karan and his company through my husband’s parents.  Karan provided us with several options to consider in a thorough and knowledgeable manner.  He also clearly explained the positive and negative aspects of each suggestion.  Alongside Karan, Jade helped us to update our Wills and set up financial and health LPA’s for both my husband and myself.

We had a significant change in circumstances in March 2020 when my husband died of pancreatic cancer.  Jade and Karan provided excellent support and advice about how to deal with the legal and financial aspects of the transfer of our existing investments to myself and our two sons.  The inheritance tax implications were also explained very clearly,  Jade also supported me with the legal aspects of my husband’s death such as Grant of Probate and the Land Registry.  Karan advised us on the best way to invest the Critical Illness insurance funds and the Death in Service payment and, again, provided a very comprehensive and flexible proposal which allows me to draw an income from the investments while still protecting our children’s inheritance.

I would highly recommend both Karan and Jade for the financial and legal advice they provided.”

Next week Aston Bond Law will partner with K C Wealth Management Senior Practice of St James’s Place Wealth Management to bring you a detailed examination of a case study that highlights the importance of timely Estate planning across both the legal and financial sectors.

Click here to find sign up to the event