Estate Planning for
Estate Planning is a complex area that has many facets and complexities.
Whether you are coming to this for the first time or revising existing plans
our expert team is here to help and advise you how to get it right so that
your estate is safeguarded for your beneficiaries
Our Simple Process to Success
Whether you are writing your will for the first time, planning how you want your estate to be treated after you’re gone, or putting support in place should you need it, our process is simple and effective.
Get to Know You:
We run through a detailed fact find so that we can really understand what you want to achieve.
Apply our Expertise:
We Support You:
We know some of the decisions you will make are difficult, so we’ll listen, advise and support you through the whole process.
Your will isn’t simply a document that lays out how your estate is to be divided, and who your beneficiaries are. It is a complex document that lays out your final wishes. You can lay out who would care for your children, for example, in the event of your death. You can decide who you wish to receive particular treasured items, and of course, it details how your estate is to be managed after your death.
Here at Will Protect, we understand that writing a will can be an emotional, difficult process, so we work hard to support you as you decide how you want to articulate your final wishes. And of course, we will give you all of the advice that you need to mitigate unnecessary taxation and mitigate any risk from sideways inheritance and other issues that can arise from a poorly written will.
There are several different trusts that can be utilised in different ways to reduce the tax liability, particularly inheritance tax, in an estate. They are an effective tool for defending assets from attack and ensuring that your beneficiaries receive what you wish to leave them. This is a complex area of law, and we would recommend that you always seek professional advice before attempting to create a trust.
Our team has the expert knowledge to advise on the best course of action during the estate planning process and can help you decide whether a trust is right for your circumstances, how to create one properly, and incorporate in your will.
When you die your family will naturally begin the grieving process. Arranging a funeral at this time can be a harrowing, stressful experience for many. Putting a funeral plan in place means that you can reduce the burden on your family of having to make all of the arrangements, and relieve them of the financial burden that comes with it. And your plan means that your wishes are recorded and carried out according to your instructions.
We can help you record your wishes for your funeral, and put the investment plan in place that will pay for your funeral.