When considering the services offered by mortgage brokers, the spotlight often shines brightly on securing loans for home purchases. Whilst this is a main focus, at Hallcroft Finance we also play an invaluable yet often overlooked role, in connecting clients with asset protection legal professionals.

Beyond mortgages lies a realm of legal matters where the expertise of private and family solicitors are key. It’s not very well known, but some mortgage brokers, such as ourselves, can open doors to legal assistance in various areas such as:

• Wills and Estate Planning – drafting a will is a fundamental step in asset planning, yet it’s a task that’s often neglected until it’s too late. We recognise the importance of comprehensive estate planning, and therefore, can guide you toward reputable private solicitors who specialise in this area. These legal professionals will assist you in crafting a will that accurately reflects your wishes regarding how you would like your assets distributed, should the worst happen. By facilitating your connection with a skilled solicitor, we’ll be pushing you in the right direction to safeguard your legacy and provide for your loved ones with peace of mind.
• Divorce Proceedings – navigating the complexities of divorce can be emotionally and legally draining for individuals and families. In such turbulent times, the support and guidance of a proficient family solicitor are invaluable. As mortgage brokers, we understand that marriage breakdowns happen and the need to divide assets, including a home is necessary. Through our experience of such situations, we can refer clients to solicitors experienced in matrimonial law. These legal experts offer compassionate direction and can navigate issues such as asset division, as well as other knock-on matters like spousal support, and child custody arrangements.
• Trust Formation and Administration – Trusts serve as powerful tools for succession planning and asset protection. However, the establishment and management of trusts entail detailed legal procedures that need expert guidance. As mortgage brokers, we’re aware of the multifaceted financial goals of our clients, therefore, we collaborate with solicitors proficient in opening and managing trusts. You can expect these legal professionals to advise you on the selection of suitable trust structures, draft up the legal documents, and provide ongoing administration services. Our connections with these adept trust solicitors means that we can transfer those connections to our clients so that they can achieve their financial objectives and legacy aspirations beyond property.

As you navigate the complexities of homeownership and different types of wealth management, partnering with knowledgeable and resourceful solicitors ensures access to the legal support and guidance needed to navigate life’s milestones with confidence and assurance. Ready to take the first step? Reach out to the team to see how we can help.