Ernest Grant

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.

Do you want to keep your wealth in your family so your spouse, children and grandchildren who benefit?

What might happen to your assets in the absence of a Will?

• Your spouse or civil partner may not receive the whole of your estate.
• Your estate may have to pay more inheritance tax than necessary.
• Your home may be at risk from residential care fees.
• Unmarried partners may receive nothing.

You’ll want to be sure the assets and wealth you’ve accumulated and worked hard for, are passed to your loved ones at death, and avoid paying more tax than necessary.

At Ernest Grant our advisers work with clients to understand the their objectives and how the various legal frameworks can help ensure these objectives can be met. This may be a simple mirror Will, for which we will recommend a suitable, trusted service.

For more complex estates, our advisers will recommend one of a number of professional estate planning professionals our team have worked in partnership with for many years, and have been carefully selected in order to obtain the best possible outcome for clients.

To find out how we can help take our free Estate Planning Audit. Click below to find out more.

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Work associated with will writing, trusts, and the trusts themselves is not regulated by the Financial Conduct Authority.