Wills advice

No will can mean a lack of control over what happens to your estate.

Without a proper will in place, the law decides how your estate is split up. So everything you've worked hard to build up may not go to the people you want.

This may even include your spouse; it may come as a surprise but without a proper will in place, a surviving spouse will not always automatically inherit the whole estate.

The value of financial advice when creating your will

Through really getting to know you and your circumstances, we can uncover options that you may not have considered and can guide you on how you achieve what you want.

Writing the will is often the easy bit; it's the thinking behind it that can lead to the best outcome for your loved ones during an otherwise difficult time.

: So most of us know we should have an up to-date-will in place, but there’s still an awful lot of us who don’t. And for many that’s because it simply is something that gets put off and put off and put off, and we understand that it’s difficult to plan that far ahead and that’s why for us, it’s about making sure that we have specialist advisers who can work with you to talk you through what the options are, and give you the best possible advice.
So whether it’s about making sure that the right people would look after your school-age children if something happened to you, whether it’s about making sure your assets are protected if your spouse remarries after you’ve gone, whether it’s about minimising inheritance tax, whether it’s about making sure young beneficiaries inherit at the right age, or whether it’s simply because you don’t want the law deciding who gets what, and you want to have done everything you can to take control and pass on as much as you can to the people you care about, then it’s absolutely vital you have the right will in place, and that’s something we’d really like to work with you on.

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