Protect future generations with our free Estate Planning Audit
Have you written a will? Are you considering writing a will? Writing a will is relatively straight forward and should cost less than a couple of hundred pounds. A will is designed to ensure your wishes are carried out on death and your estate ends up in the hands of the people you want it to. In reality, does it really ensure all of your wishes are carried out. There is often more to think about.
If you consider the possible path of an inheritance, there could be more than one generation who benefit. Most wills are simple in design and consider only the immediate family inheritance, is that really enough?
Ask yourself if a basic will is enough to protect your hard-earned wealth and ensure your estate is inherited as you wish. It’s important to explore the options available to you.
Our Estate Planning Audit explores every possible scenario, including:
Our Estate Planning Audit will highlight all potential scenarios for your consideration, outline your options and suggest an encompassing framework. Try it, it’s free!
‘The FCA does not regulate all aspects of Estate Planning.’
Talk to us about how we can help you, speak with or meet an adviser. Get in touch.
Whether starting out on your pensions journey or considering your options in retirement our specialists can help deliver tailored solutions.
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 strategy.
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.