Writing a Will
If you want to ensure that your property and possessions are passed on to your loved ones in the event of your death, it is vital to make a Will. Without this in place, your family could face challenges and problems when it comes to your estate, leaving them with additional problems to face at a time when they are already grieving. By making a Will, you can ensure that your estate is distributed as per your wishes to your chosen beneficiaries.
Setting up Trusts
For many centuries, Trusts have played a huge part in mitigating tax. They were originally created for members of the Nobility and for wealthy landowners so that they could avoid paying taxes to the Crown. There have been many changes to Trusts over the centuries and these days they can be used in order to take adv advantage of tax benefits.
Power of Attorney
With a Power of Attorney, you can ensure that authority is given to the people you trust to take control of your affairs in the event that you are unable to do so yourself. For instance, if you are unable to deal with your own affairs due to reduced mental capacity, having a Power of Attorney in place means that someone that you trust and name can do this on your behalf.
A prepaid funeral plan enables you to fix the at cost of fees and services charged by funeral directors, which means that you can plan and budget ahead for your funeral at today’s prices. This means that you and your loved ones don’t have the worry of rising funeral costs, which have climbed sharply over the years. To find out more about our funeral plans, contact us today and quote reference 1059.
You Can’t Take it With You (book giveaway)
Our book, 'You can’t Take it With You', is an invaluable tool for anyone that is considering making a Will. The book goes into the importance of having a Will and discusses the issues that could face those left behind if you do not make one. Whether you are considering making a Will, setting up a Trust, or establishing Power of Attorney, the information in this book can prove invaluable. Some of the areas covered include:
- The importance of writing a Will and how to do it
- How a Will can help you and your loved ones
- How Trusts and Power of Attorney work
- Places you can go to for advice and assistance
So, don’t waste any more time sitting on the fence when it comes to the future of your loved ones. Book a consultation with one of our advisors and receive a copy of our free book today. Start learning how you can protect your loved ones - both now and for generations to come.
When you name a loved one as the executor of your will, you will put a lot of strain and pressure on them. However, using a professional executor service means that you can avoid burdening a family member with this challenging duty and reduce conflicts with professional intervention in accordance with your wishes. You can enjoy entire peace of mind.
When you make a Will, it is imperative to ensure that it is stored in a safe place that is fire proof and will ensure that others cannot get their hands on the documentation. At the same time, it needs to be a place where the Will can be found in the event of your death so that your estate can be dealt with as per your wishes. Our document storage facility ensures that your Will is safe and protected until it is needed.
Inheritance Tax Plans
If you have family, it is vital to plan ahead and think about the future. By doing this you can determine well in advance who will get what in the event of your death. With inheritance tax planning, you can maximise on tax reliefs and exemptions if the value of your estate passes the exemption threshold. With us you can also plan for your children and generations to come.
The role of a Trustee can be one that is fraught with challenges, which can then have a serious negative impact on their lives. Using a professional Trustee ensures that you have someone with the experience and knowledge to deal with the correct distribution of your assets thus protecting your loved ones and providing you with greater peace of mind.