Protect your legacy and your loved ones
Planning today for peace of mind tomorrow
Putting the right plans in place helps protect your wishes, your assets and the people you care about. At Cohesion, we guide you through Wills, Trusts and Lasting Powers of Attorney with clarity and care, so you feel confident that everything is understood, documented and secure for the future. Our approach ensures your wishes are respected and your family is supported whatever life may bring.
The solutions we offer
Our solutions provide practical, structured guidance to protect your family, secure your assets, and complement your wider financial planning.
Wills
Ensure your wishes are legally binding and your loved ones are protected.
- We can work with you and specialists to help draft or update a Will so that it accurately reflects your current circumstances and intentions
- Plan for blended families, stepchildren, or complex relationships
- Consider tax efficiency and inheritance matters
- Gain peace of mind knowing your family is protected
Trusts
Safeguard assets for future generations and manage legal and tax implications.
- We will recommend trusts to suit help ensure that your wishes are carried out
- Support education, special needs, or long-term family goals
- Preserve wealth while maintaining flexibility
- Incorporate trust planning into your overall financial and estate planning
Lasting Powers of Attorney (LPAs)
Ensure the right people can make decisions for you if you are unable to or if would like someone to take on the responsibility of making financial decisions for you
- Property & Financial LPAs for managing your money, property, and assets
- Health & Welfare LPAs for medical and care decisions if you are ever unable to
- Assistance with registering LPAs with the Office of the Public Guardian
- Protect your interests and provide those you trust with the authority to make decisions on your behalf
The Financial Conduct Authority (FCA) does not regulate Inheritance Tax Planning or Trust Advice.
Ready to plan your financial future?
Speak to us, with no obligation, to discuss your priorities and how we can help. Whether focusing on a single goal or taking a holistic approach, Cohesion guides you every step of the way.
Start your journeyOur commitments
We believe great financial advice is built on trust, transparency, and doing the right thing, every time. That’s why we align ourselves with respected charters and organisations that hold us to the highest standards of care, ethics, and client protection.
These commitments shape how we work, how we make decisions and how we support the people and communities we serve.
