The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don’t think it is relevant to them at this particular time.
The reality is that you can put off making a Will until it is too late and this poses all sorts of problems for the people left behind and could mean that some, or all of your inheritance, either goes to the wrong person or to the state. Everyone needs to make a Will. In particular, anyone with dependant relatives must do so. Anyone who owns a property or has any type of asset which you would wish relatives, friends or charities to benefit from should also make a Will.
Making a Will enables you to plan exactly what will happen to your property (estate) following your death. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any disputes between relatives.
Our Fixed fee Wills and Estate Planning service ensures that they are not only affordable and transparent, and apply to our product range, all charges are unambiguous and clearly stated.
Ensuring that the right people inherit your wealth according to your wishes, and you minimising the amount lost to inheritance (IHT) and other sometimes avoidable, taxes.
By creating a Power of Attorney in advance, ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands and can be acted upon quickly and at the time of need by those you trust and appoint.
Your Executors will need to deal with a lot of paperwork and official documents and will need to fully understand their duties and responsibilities.
We invest heavily in the training and development of our Funeral Plan Agents and Will Writers, ensuring that every member of our team conducts themselves with the appropriate level of tact, empathy, and sensitivity.
To find out more about how we can help, please call, email or fill-in one of the forms below. We are based in Wokingham, Berkshire and have a growing client base throughout the South East and indeed across the country. For local appointments we can arrange to meet in person at your home and if you are further afield we can arrange a phone call or video conference call at a time to suit you.
Contact our friendly team and we will arrange your no obligation home visit. We can visit at a time that suits you, day or evening, seven days a week.
At your appointment, we’ll listen to your wishes and discuss your options. We explain everything in plain English, so you don’t have to worry about complex legal jargon.
Your Will is drafted by our legal department and sent to you for approval. We will then arrange a second visit ( if needed ) to help you sign your Will.