Mark Botfield Email & Phone Number

I help families to ensure that their wealth benefits the members of the family and isn't lost to easily avoidable risks.I specialise in helping families where there are concerns about health, disability or mental capacity. Whether it is an elderly parent, spouse or disabled child, I offer a range of trust options to help look after your loved ones now and in the future.It takes a lifetime of hard work to build wealth and it can all be lost to risks like care fees, bankruptcy, breakup of relationships and divorce. A little bit of planning now can ensure that wealth survives life's misfortunes and passes to the right people on death.I can help landlords and property investors transform their portfolio from an Inheritance Tax and Capital Gains Tax liability into a professional property business that is very tax efficient. This process will reset the valuation point for Capital Gains Tax and wipe out Inheritance Tax with no seven year wait in most cases.Over 27 million peope in the UK have never even made a Will, and of those who have, most have out of date arrangements that have not been reviewed for years.Over 200,000 family homes are sold every year to fund Local Authority care costs.Over 100,000 marriages end in divorce every year and co-habiting partners have no automatic rights to a share of the wealth of their partner.Over 18,000 businesses go bankrupt every year.Many families fail to make effective use of the options for minimising Inheritance Tax or pay unnecessary Capital Gains Tax or Stamp Duty.The majority of the population have little or no protection whatsoever against these risks to their wealth.I offer a free review and will give an straight forward opinion about whether my services will work for your particular circumstances.In most cases solving these problems costs less than doing nothing and ignoring the risks could cost everything.

• Managing Director

  Ppt Wills Ltd

  Jul 2023 - Present - Cardiff, Wales, United Kingdom

  I assist families with Wills, Trusts, Lasting Powers of Attorney and Inheritance Tax.