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  • Clear Straightforward Advice

  • Provide Financial Security for Your Family

  • We Provide Family Asset Trusts

  • Inheritance Tax Guidance

Wills


Wills and Trusts


Lifetime Trust


Lasting Power of attorney

What our customers say...

"Communication was very good"

Communication was very good and I was kept updated throughout. The advice I received was very good and explained throughly. I would definitely recommend there services and wouldn’t hesitate in using there services again.

Suzanne

"Expertly guided"

This is very much a grey area . As a family we were expertly guided and any delicate questions answered quickly and precisely with succinct answers .

Thank you so much to a great team who made this POA , wills and trust clear and concise .

The team continue to help and advise as necessary .

Mrs. Dale

"So professional"

Our family has set up power of attorney and a put a home in a trust, the guidance we have received is nothing more than exceptional.

They really are so professional and our questions are answered promptly and thoroughly. I have no problem recommending them.

Mark

"Knowledgeable & Helpful"

Setting up a family trust had been playing on my mind for some years. I wanted to ensure my home would enable my Sons to purchase a house of their own should my husband & i die. There are so many complications if one partner dies young. Sancturary being local to me were extremely approachable & down to earth. Gary who came to my home to discuss the trust is so knowledgeable & has been in this profession for over 20years. He took his time to explain everything, answered every question thoroughly. All the staff in the office are knowledgeable & so helpful. My trust will be reviewed annually with them so it’s always up to date & correct should circumstances change.

Karen

"Explained everything really simply"

Some years back my grandparents unfortunately had fallen ill and the family agreed that a care home would be best for them and my grandmother agreed.

One thing we didn't know was that because they had savings over £23,500 the Local Authorities are entitled to use anything about to pay for the Care Fees

Not only that after the savings had all gone the Authorities forced the sale of their home to pay for the continued fees.

It put so much pressure on the family and it wasn't until 9 years later when we had a call from Steve at Sanctuary.

He explained really simply why it happened.

We had no idea that you can stop the Authorities taking our savings in the future event of me or my Wife ever had to go into care

Steve arranged for their Senior Consultant to visit us Mr Archer . ( now it's Gary to us )

Gary put in place a new Will and Lasting Power of attorney

But more importantly he set up a Trust so in the event of future care fees the Authorities can't touch a penny

The Peace of mind for my Wife and I is that we choose where we want to be as in what Care Home because we can add to what the Authorities will contribute.

Its a win win and I advise anyone with savings property or any form of assets over £23,500 to call Sactuary Tax and Trust Services.

Thank you Steve Gary and Tiff for taking care of our future finances for our family.

Julie

This is just a handful of our reviews - see more online

About Sanctuary Tax & Trusts

With over 20 years of industry knowledge and expertise we have helped thousands of families to plan their inheritance, be it a simple Will, Powers of Attorney, an Asset Trust or a complex Inheritance Tax issue.

We understand many of our clients will feel uneasy about discussing what happens when they are gone, many will have little knowledge of the complex UK legal frame works involved and even fewer will be aware of any recent legislation changes and how this may affect their inheritance plans. In today’s world simply writing a will is no longer enough to guarantee our assets will be distributed as we would wish and getting the right advice is paramount. By understanding our clients, their families, and their wishes we are able to present straight forward, tailored solutions.

Located at:


41 Lawton Road

Alsager ST7 2AA

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