Wills and LPAs

Many people put off making a Will, but why let the law dictate what happens to your property and possessions when you die?

Without a Will, your estate is divided up according to the intestacy rules which are designed to be one size fits all, so the chances are they won’t reflect your personal wishes or circumstances. If you want to have the final say in who benefits from your assets and when, then you need to make a Will and remember to keep it updated to make sure it accommodates any changes to your personal circumstances.

You may also want to consider putting a Lasting Power of Attorney (LPA) in place. This is a legal document which allows you to choose people you know and trust to look after your financial or health affairs and make decisions on your behalf if needed.

We work with a team of specialist Will writers who will ensure that your Will reflects your circumstances and situation. They will also provide guidance on whether an LPA is required or not.

LEVELS AND BASES OF TAX RELIEF ARE SUBJECT TO CHANGE AND THEIR VALUE DEPENDS ON INDIVIDUAL CIRCUMSTANCES OF THE INVESTOR. THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE WILL WRITING, TAXATION AND TRUST ADVICE.

"Your Will is your legacy. Make sure you have the final say"