Approach
At TUTIS our approach to your bloodline planning wills and trusts is a simple but professional one. Firstly we are happy to meet you at your home where the first appointment is at our expense. Our aim at this meeting is to build a relationship with you and to find out more about you and your family and your concerns and hopes for their future. We will discuss your assets that may be a business; retirement plans investments and or property and how you wish to distribute that on your death.
Key to this discussion will be your existing will if you have one, and reviewing whether it makes enough provision to meet your concerns and aims for your family as you pass on your assets.
Secondly as independent financial advisers as well as wills and trust planners we can review your existing retirement investment and family protection planning along with your business protection to make sure they are still meeting your needs as government legislation etc. change.
Once we have built up a picture of your circumstances then and only then will we tailor make and present the bloodline trust and wills solutions that we believe will be in your best interests