Our aim is to help you protect the things you care about
Without an appropriate Will in place your family and friends could be faced with unnecessary problems at the worst possible time. These can include financial hardship, significant delays in accessing your assets and no guarantee that your money will go to the intended recipients.
Have you ever considered what might happen to your assets in the absence of a Will?
You’ll want to be sure the assets and wealth you have accumulated and worked hard for are passed to the right people at the right time. You’ll also want to make sure that you pay no more tax than is reasonable, and in some cases, you will want to avoid it all together.
Ernest Grant Estate Planning, our in house will writing service can help you. We work within the strict code of conduct of ‘The Will Writing Society’. We not only help put in place the most appropriate legal structure to deal with matters upon death but also ensure clients understand how these mechanisms work for extra piece of mind.
Our will writing team works closely with the regulated advisers within Ernest Grant in order to obtain the best possible outcome for clients. Beyond that and where appropriate we may even decide to draft in any one of a number of trusted legal professionals.
‘The Financial Conduct Authority does not regulate will writing, some forms of tax advice or trusts.’
Request one of our guides or brochures, speak with or meet an adviser or book a platform demo. Get in touch.
Since Ernest Grant’s appointment we have seen the profile of our pension scheme change dramatically. Ernest Grant have helped the staff understand the importance of pension planning and the finer details which has resulted in our members making more informed decisions. They also successfully implemented a salary sacrifice contribution option. I can honestly say that they have delivered on their promise and we look forward to an excellent continued working relationship.
Tax considerations? Risk? Volatility? It’s a minefield for most investors. Let our investment specialists help you along the way with tailored solutions and a clear investment philosophy.
Your own set of life goals is as individual and unique as you are! We work with you to design and implement a plan which is bespoke, flexible and achievable.
Whether starting out on your pensions journey or considering your options in retirement our specialists can help deliver tailored solutions.