Wills

A legal document which ensures that on death of the settlor, the estate is distributed to the right people and that assets and funds don’t go to the wrong people.

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The FCA does not regulate will writing services, adivce on trusts , or powers of attorney.

Do you really need a Will?

Did you know that two thirds of parents who have children haven’t gotten around to writing a will ?

If you die without a valid will, your money, property and possessions will be shared out according to the law of intestacy, instead of your wishes.

This can mean they pass to someone you hadn’t intended – or that someone you want to pass things on to ends up with nothing.

It also means that if you have children under the age of 18 your children may have to go into care until the courts have determined who is ‘deemed fit’ to look after them.

Can I do it myself or get an off-the-shelf Will?

Do-it-yourself wills are becoming ever-more popular but the risk is high. However, for those with relatively straightforward affairs this can look like a cheap option.

You must take care about how this document is drawn up as simple mistakes could prove costly in the long run, as your will could be challenged or disregarded altogether.

A badly-made will could also land your relatives with legal fees running into thousands of pounds – dwarfing the fees charged to draw up a will correctly.

We can help you get it right for those you love

‘A will with advice’ should only cost about £500 to draw-up but could ultimately save your loved ones a great deal of money and unnecessary problems.

Perhaps the most important advice I give to my clients is to plan carefully and do not leave things to chance. My job is to help you grow and protect your assets by providing the knowhow you need to make informed decisions about your future. I then help you implement the strategy into a reality. I will work with you over the long term, helping you to build, brick by brick, a successful and robust financial situation.

Get in touch about Wills, Trusts and Lasting Powers of Attorney.

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