Wills & Estate Planning
Your First Will
Buying your first home, updating your mortgage, or just starting to think about financial advice can be the perfect moment to arrange your first will. That’s why we’ve teamed up with WillWritten to make this as easy and affordable as possible for you.
If we’re helping you with financial advice then consider WillWritten to draft your first will for you at a price of £80, or £120 if you are a couple. It’s simple and straightforward to do and can be arranged in just a few days.
Why? Because it’s just a sensible thing to do . . .
Estate & Legacy Planning
Clear and carefully considered legal advice from the experts at WillWritten will ensure you have a robust Estate Plan in place, to future-proof your family and your finances. An individually tailored Estate Plan can address issues such as:
- Protection from Inheritance Tax.
- Shielding your assets from the impact of Care Home Fees.
- Safeguarding your business, or your Buy to let Portfolio.
- Providing fairly for a ‘blended’ family.
- ‘Divorce-proofing’ your adult children’s future inheritance.
Whether by phone, video call or in person WillWritten will help you make an informed decision with clear and concise, written advice.
Lasting Power of Attorney
Unfortunately, if you’re too ill to manage your own affairs, your nearest and dearest are not automatically allowed to make decisions for you. This can lead to expensive and stressful complications, which could include having to apply to the Court of Protection for permission to manage your affairs. At worst, choices about your lifestyle and care can be dictated by doctors and social workers.
By making your Lasting Powers of Attorney, you can act in advance to ensure the people you trust have the legal authority to manage your affairs and speak on your behalf if you are ever incapacitated. WillWritten can arrange Lasting Powers of Attorney for your Property & Financial Affairs and for your Health & Welfare.
It’s one less thing to worry about . . .
Please be aware:
Will Writing, Lasting Powers of Attorney & Estate planning are not regulated by the Financial Conduct Authority.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
Inheritance Tax planning is not regulated by the Financial Conduct Authority.