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Financial Services
There are many Financial Services products and solutions that can be used to work safely and effectively with Estate Planning. There is a middle ground which many professional advisors don't tackle effectively. This will often mean missed opportunities and could mean higher taxation for your estate. It is very important that Estate Planning solutions explore all the options available to you and that any recommendation does compromise financial services advice or estate planning advice.​
The most common 3 questions Client's ask us
Why do I need a will now?
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I’m too young
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I don’t have children
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I am married so my spouse will get everything
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I’m not married
​Too many people will not consider writing a Will, maybe because it never occurs to them or because "I will do it later". Our usual response to that is "It's not about you, its about the people you leave behind". I know it might sound boring but actually writing a proper Will is not just sensible, it is also one of the most important things you can do.
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I don’t need to pay – I can just have a free will from a charity
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My estate isn’t complicated
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The charity will do it for me free of charge
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Lets be honest, nothing in life is free. Charities will encourage you give a donation to them which in all likelihood will be more than it would cost to pay for a professional will. And to be honest we are not in the league of cheap wills. If a will is poorly drafted it will probably cause stress and hassle for loved ones. So, if you want to pass on your lifetime’s wealth to those you choose, and make their future easier, you need a professional.​ ALL OF OUR FEES ARE FIXED
I have already made a will so why do I need to update it?
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I have already got one. - Its very likely that a refresh would make it better
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I only need a simple one. - Simple wills do not fully control your assets after you die​
Have you changed your mind over who should inherit?
Have your relationships changed? Marriage, separation and divorce are all times when your Will may be revoked and therefore must be reviewed.
Most people we meet feel that their needs are straight forward, but they are often surprised when we show them what could go wrong, we've seen it so many times !