Get on the path to results today.
Get on the path to results today.
We know that preparing a Will or Lasting Power of Attorney can be overwhelming.
We are dedicated to providing you help in language that you can understand. If you don't feel that you understand your options, just ask, and we will work to find a solution that works for you.
Don't wait! Contact us for a free consultation, in person, or by telephone or electronically.
Let us help you figure out what your best next steps are.
The sooner you have a plan of action, the better your chances of taking the correct steps to get the results you want.
Although we specialise in North Wales, Cheshire, the Wirral, Merseyside and the North West of England , we can arrange appointments nationwide using electronic media, Zoom, FaceTime, Skype and telephone
Please contact us to discuss our services
Reasons to Make a Will
2. Avoid disputes between relatives
3. Look after your loved ones
4. Protect your assets for future generations
5. Save on Inheritance Tax
6. Plan your funeral
7. If you arranged a will more than 5 years ago, it probably needs updating.
8. If you’re married, or divorced or re-married, your existing will (if you have one) might not be valid. If you’ve not arranged a will then you probably need to.
9. If you’re divorced with children, and want to make proper binding provision for them, you need a will.
10. If you’re living with a partner and not married, then your partner will almost certainly not inherit your estate, if there’s no will in place.
11. If you are in business then you need to plan carefully and make a will with proper professional advice to make sure your business can carry on if you die.
Remember, probably the only way to make sure that what you want to happen actually happens to your estate, is to make a will
Trusts can be arranged to be written into a will, so that they come into force on death or arranged immediately while the Donor is still alive.
Will Trusts can ensure a business continues after death, can provide for the children of a previous marriage and prevent them being disinherited, can make provision for Disabled Children, can provide an income to a beneficiary, can make supervised provision where there are concerns for the ability of the beneficiary to look after their own financial affairs properly, they can provide a right to reside for someone which will end at a specific time, age or event They can save Inheritance Tax too.
Living Trusts (arranged immediately) can ease administration for Will Executors, can save tax, can ensure children's future and can reduce disputes on challenged wills. They can also reduce liability for Care Home fees (but this is not guaranteed). Living trusts can also ring fence pension assets in the event of divorce and can minimise potential Inheritance Tax for pension funds and lump sums on second death
This is a specialist area and as experts, we provide the proper advice you will need
A Lasting Power of Attorney (‘LPA’) is a document which legally enables one or more individuals you know and trust, your Attorneys, to have the Power to make decisions on your behalf if you lose Mental Capacity.
Unlike a Will which deals with your estate when you are no longer here, an LPA deals with your Financial and Care decisions while you are alive.
There are two types of LPA; a Property and Financial LPA, and a Health and Welfare LPA.
Health and Welfare LPAs only come into effect when there is no Mental Capacity; Property and Financial LPA's can be arranged to come into effect at any time .
Plan for the Future
Contrary to beliefs like, “I would never need an LPA”, or “My next of kin will get the final say”, the reality is that everyone needs an LPA, regardless of age or current mental health status. A former Lord Chancellor and Secretary of State for Justice said in 2007 when LPAs were first introduced, “We all know how important it is to plan for the future. Having a Lasting Power of Attorney (LPA)…in place should be as common and natural as making a Will”. Less than 1% of the adult UK population has an LPA. However, 1 in 3 persons on average over the age of 65 in the UK develop dementia (Alzheimer’s Society), and every 90 seconds someone in the UK, is admitted to hospital with an acquired brain injury . A Power of Attorney can arrange someone to look after your affairs when you cannot, but are still alive.
When you need a Power of Attorney, it may be too late to arrange one. You can't arrange an LPA if you don't have Mental Capacity
The full text can be downloaded from the Useful Files For You To Download Section.
About You - Yes/No
Have you got married?
Have you got separated or divorced?
Are you now living with a partner?
Have you had children?
Do you have more children now than you have named in your Will?
Have your financial circumstances changed significantly?
Have you given away or sold any item specified as a gift in your Will?
Do you own property abroad?
Do you own a business / share in a business?
Are you concerned about Inheritance Tax?
Have you changed your mind about who should inherit?
Have any of your named beneficiaries died?
Have any of your beneficiaries changed their names or address?
Are any of your beneficiaries vulnerable due to age, disability or lifestyle?
Do you want to find out how Trusts can help protect assets for future generations?
Have you changed your mind about who should act as guardians?
Do you have any concerns about the age, health or mental capacity of your guardians?
Have you changed your mind about who should act as executors/trustees?
Do you have any concerns about the age, health or mental capacity of your executors/ trustees?
Have you answered ‘yes’ to any of the above? Contact us today to review your Will
Proper, professional advice and arrangements can arrange:-
1) for your estate to be arranged in a most efficient way, and in the clearest way possible
2) to reduce costs to the minimum,
3) to reduce tax and arrange the proper distribution of your estate and
4) to help eliminate any future disputes
We are able to arrange introductions at reasonable fees for most classes of legal work.
Call us for a quote, whatever your requirements.
We are not Authorised Financial Advisers, but whatever your financial needs are, pensions advice, investment advice, life assurance and family or business protection or mortgages, please call us and we can introduce you to highly qualified and plain speaking advisers who we trust.
The Society of Will Writers is a non-profit making self regulatory organisation which seeks to protect the public and serve the interests of those men and women who are active professionals in our field.
The Society of Will Writers was founded in 1994 by former Director General, Brian McMillan and 4 other business owners. The Society has since grown to become not only the largest but also the leading self-regulatory body governing Will Writers and Estate Planners alike. We have over 1,700 members across the UK, Central Europe and further afield in places such as Asia and Africa.
The Society has set itself two main tasks:
The designatory letters of the Society’s membership grades:
When choosing your Will Writer, always be sure to look out for their membership grade and any of the Society’s logos. All are public assurance of their bearers’ expertise and competence.
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Do not put off one of the most essential decisions you will ever take.
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