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.
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?
You’ll want to be sure the assets and wealth you’ve accumulated and worked hard for are passed to the right people, and avoid paying more tax than required.
At Ernest Grant Estate Planning, our in-house will writing service can help you. We work within the strict code of conduct of ‘The Society of Will Writers’ of which all our advisers are members. We help put in place the most appropriate legal structure to deal with matters upon death and ensure clients understand how these mechanisms work in practice, for extra peace of mind.
For more complex estates, our will writing team work closely with our advisers/estate planners within Ernest Grant in order to obtain the best possible outcome for clients.
Our advisers are qualified agents of Solidus, a specialist trust creation firm developed to work alongside professional estate planning authorised advisers. This provides the best of both worlds for clients who require more in-depth estate planning. Providing both the legal framework and financial planning using approved solutions that direct and protect your wealth so it stays in your family for generations to come.
To find out how we can help take our free Estate Planning Audit. Click below to find out more.
Work associated with will writing, trusts, and the trusts themselves is not regulated by the Financial Conduct Authority.
Talk to us about how we can help you, speak with or meet an adviser. Get in touch.
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.
Whether starting out on your pensions journey or considering your options in retirement our specialists can help deliver tailored solutions.
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.
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