At ML we are one big family – with both us and you sharing your objectives – to find your financial freedom, to look after you and your loved ones and to ensure that everything is taken care of when you are no longer around. Our planners are qualified advisers with many years’ experience to help and advise you to make the right decisions in complicated areas. What you leave behind matters so let us help you plan for a better tomorrow!

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Wills

Writing a Will is one of the most important and responsible matters that any adult over the age of 18 should do…

Power of Attorney

The Property & Affairs LPA covers you when you are alive and allows you to nominate people (quite often family or friends that you trust) to help look after your finances

Tax Planning

We can help select the right trust for you and explain the numerous benefits that may apply. Trusts can also speed up the administration of your estate.

Estate Planning

This is important to make sure that the assets and money that you have can pass to the right beneficiaries.