With over 25 years of experience as a qualified financial adviser, I understand the unique needs of our clientele, particularly those in our age group.
After your Will has been finalised, Hannah steps in as your dedicated Client Relationship Manager. With her expertise and commitment, she'll be there to guide you through every step of the process and beyond. You'll receive a warm introduction from Hannah shortly, and she'll personally reach out to you once your Will process has completed.
Rest assured, with Hannah by your side, you'll have a trusted partner for the entirety of your journey.
Have a large estate and want to ensure that your children and grandchildren benefit from it, not someone else's family.
Want to ensure your estate doesn't end up with non-family members due to divorce or bankruptcy.
Want to prevent Local Authorities being the biggest beneficiary of your estate.
Want to avoid the chances of a family dispute, and relieve your family from the stress of sorting out your estate after you die.
Want to safeguard your family home for your spouse/family.
Want to protect your pets.
If you pass away without a Will, your estate will be distributed according to the laws of intestacy, which may not reflect your wishes. This can lead to delays, family disputes, and unintended outcomes, such as loved ones being excluded. Alternatively, your estate could end up on the hands of the government.
You can name guardians in your will to care for your children if you die while they are under 18. This ensures your wishes are clear and legally binding.
Absolutely. Leaving a charitable donation in your Will can be a meaningful legacy and may reduce inheritance tax on your estate.
We are proud supporters of Remember a Charity.
If your chosen executor dies or is unable to act, the responsibility may fall to an alternative executor named in your Will. It’s wise to name a backup executor for such situations.
Our guide will help you identify the 7 most common threats to your estate,
with helpful information on how to protect yours against them.
Download it below, completely free.
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