Our Services

Wills

At RoCHe Wills & Trusts, we offer a bespoke estate planning service that is tailored to your specific requirements, taking into account the relationships within your family as well as the assets you own.


Making a Will enables you to plan exactly what will happen to your assets following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes.

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“Only put off until tomorrow what you are willing to die having left undone.”

(Pablo Picasso)

Trusts & Bloodline Planning

Ensuring your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands, is more commonly known as “Bloodline Planning”. 


With the strategic use of Trusts, we can ensure that your children and grandchildren are able to benefit from the inheritance you want them to receive with the maximum possible protection from divorce, remarriage, taxation and creditors.


After all, you've worked hard to create security for your family.  Why not protect it?

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“We make a living by what we get, but we make a life by what we give”

(Winston Churchill)

Powers of Attorney

There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf.


Even when we are young, we can find ourselves incapacitated owing to illness or injury and it can be invaluable having a reliable person, who is able to manage your personal affairs and remove the anxiety of having unpaid bills, at a time when you most need peace of mind.


By appointing an Attorney in advance ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.

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Business Succession

Hard work and dedication has meant that you have built up a sound business to benefit you and your family and naturally you would want to ensure that your loved ones are provided for in the event of your death. 


So what if the worst should happen and either you, or a business partner were to die? Do you know who would be entitled to your share?


Without a valid Will the deceased’s share would be subject to the Laws of Intestacy and the person who inherits may not be the person you intended. Would you or your business partner be content to run your business with their surviving spouse or their beneficiaries? This could have a major impact on the running of the business or the value of the business may now go down following the death of such a key person.


Without the appropriate Business Succession strategies:

  • Your spouse / partner and children may not inherit your share of a business.
  • Business partners may not be able to buy out the deceased’s share.
  • The surviving spouse or children may be obliged to take over the running of the business.
  • The value of the business could depreciate owing to the inexperience of any beneficiary.
  • The business may have to be sold and the proceeds become liable to Inheritance Tax.


RoCHe Wills & Trusts are able to assist in all areas of planning surrounding Business Succession.

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