Planning today.
Protecting tomorrow.
Professional, straightforward advice on Wills and Lasting Powers of Attorney, helping you put the right arrangements in place for yourself, your family and the future.
Putting the right plans in place
Good planning gives you greater control over important decisions and helps make your wishes clear to the people who matter most.
Wills
A professionally drafted Will helps ensure your wishes are clearly recorded and your estate passes to the people and causes you choose.
Lasting Powers of Attorney
Choose people you trust to make important financial or welfare decisions on your behalf should you become unable to do so yourself.
Trusts
In appropriate circumstances, a Trust can provide additional control over how assets are held, managed and ultimately passed to beneficiaries.
Planning before it becomes necessary
Making a Will and putting Lasting Powers of Attorney in place are decisions that are often postponed. Yet arranging them while you are able to consider your choices carefully can provide valuable clarity for you and your family.
We take time to understand your circumstances, explain the options in straightforward language and help you put arrangements in place that reflect your wishes.
Experience with a personal approach
Bringing together more than 30 years’ experience in financial and intergenerational planning, CIB Wealth Preservation focuses on helping individuals and families put practical arrangements in place for the future, particularly through professionally drafted Wills and Lasting Powers of Attorney.
Our approach is personal and straightforward, with advice shaped around your individual circumstances. Where your needs extend beyond our own area of expertise, we can work alongside or introduce other appropriate professional advisers.
Start the conversation
If you would like to discuss making or updating a Will, arranging Lasting Powers of Attorney or whether a Trust may be appropriate, speak to us.