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WILL PLANNING

Helping you plan to give peace of mind that your loved ones will be looked after and protected once you are gone and ensuring the least tax possible is paid.

Writing a will is the best way to set out what you want to happen to your assets after you pass away, and who will benefit from your estate.

A will means you can determine who is responsible for distributing your estate (the executor) and therefore you prevent unnecessary stress and work for your loved ones after your death.

A will is a legal document that says what you want to happen after your death, including setting out who is an executor or beneficiary of the estate, and your wishes around your funeral.

If you don’t make a will during your lifetime, you do not get to decide who will inherit from your estate. This may mean that you pay more tax than is necessary or people you care about do not benefit from your estate.

For safety, you should put a will in place early. Did you know that if you don’t have a will and your aren’t married to your partner, your partner may receive nothing on your death?

You can set up a will yourself, but most people choose to get help and advice from an experienced professional, who can advise you through the process step by step. We work with trusted lawyers.

How much setting up a will costs depends on the complexity of the estate, the nature of your assets, and whether you need help setting up a trust, etc.

To find out more and for a free no obligation consultation, contact Jan on 07890 239442 or email him on jan@jan.financial