It’s now 2018 and if you’ve not yet reviewed your estate planning – or written your last will and testament you’d better get a shimmy on.
Your last wishes are important. Which is why your Will should be regarded as an important document.
Having your Will updated and amended as time goes on is as important as creating one in the first place.
Having spent the past thirty or so years helping clients build and manage their wealth, it’s important for me to make sure that the final stage is all in order, which is why I work with you to create Will documentation that is both legal and in line with your wishes.
Given the changes in rules relating to Inheritance Tax (IHT) in recent months (April 2017) a review of your final planning is probably due. Even if you’ve nothing else has changed you’d be wise to check and make sure. Solicitors and other advisers are not the best at following up when changes arise.
My role, working with you falls into two main areas…
- Guidance in relation to what you should do and how things should be documented
- Making sure that the documentation, including any additional trusts is drawn up correctly
The Writing of a Will service provided to you is at a fixed price so there are no surprises, comes with a guarantee that as much of your estate is preserved just in case you need to consider Care Fees planning – but without any of the scam deals you’ll see advertised; and is created by a third party specialist Will Writer who is not only qualified in Legal Matters but a fully paid up member of STEP – the Society of Trust and Estate Practitioners,
This means you get the best financial guidance available and top quality documentation from qualified people, and at a fixed price – there are no surprises, what you’re quoted is what you pay.
Remember if you are going to use a Solicitor to write your last Will for you then most of these are not qualified in the subject and estate planning is not part of their core training. It’s for this reason I only use a STEP member, and only after you and I have had a full discussion about the options and the right way forward.
Before you leave I have a free report available which tells you some more of the things you should know, there is no charge for this and no sales people will call. You can get it by using the form below.
You can get in touch by using the contact boxes below. Please indicate the best time for me to call you.