Wills Trusts & LPAs

Making a will is not something that people want to consider. Indeed, many simply put this off. It may be that they believe that they still have plenty of time, or they may even, wrongly, believe that loved ones will automatically inherit what they want them to. The truth is that if you leave it too late to make a will, you can create a whole host of problems for those that you left behind.


Protecting, and passing on, your wealth

A financial adviser is a vital party when it comes to producing a will that is right just for you. While off-the-shelf alternatives exist, these are purely generic and will not meet your individual needs. A financial adviser can help you to:

  • Ensure that only those who you want to inherit anything actually do
  • Make sure that your will is set up in the most tax-efficient manner
  • Ensure that estate planning and administration are taken care of
  • Advise and set up relevant trusts where necessary to protect your estate
  • The right money in the right hands at the right time

A will that is created, and tailored, for you allows you to achieve exactly what you want to and means that your wishes are adhered to.

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Probate is the time when a will is executed and things such as final bills are dealt with. While this may sound straightforward, the reality is that this is a complex process that needs the assistance of an expert.

An expert will ensure that:

  • The will and any codicils are located
  • The estate is appropriately valued
  • Inheritance Tax is calculated and the appropriate forms are completed
  • The grant of probate is applied for’
  • Estate accounts are prepared

If, like two out of three people you have no will or your will hasn’t been updated for some while, now is the time to get in touch.


Lasting Power of Attorney (LPA)

It is crucial to ensure that you plan ahead for a time when you or a family member no longer have the mental capacity to make financial decisions. Once an individual loses mental capacity they will not be able to set up a Lasting Power of Attorney (LPA) to choose who deals with their health and welfare or property and financial affairs, instead friends of family have to apply for Deputyship through the Court of Protection which takes over 12 months and is very costly.

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