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Completing a will is an essential part of an individual’s financial planning and often forms part of an individual’s estate planning service but can be a daunting prospect for some.
We only use individuals who we feel will offer you the highest level of service and have had due diligence carried out as we feel appropriate.
Most importantly you can be assured of a high level of service and will form the basis of a one to one discussion with the consultant to collect your details and wishes followed by a follow up appointment.
Appointments to discuss your Will can take place in our Milton Keynes office or at your home, whichever is the most convenient for you.
Over 60% of adults do not have a valid Will; this has been described as a ticking time bomb set to explode over the coming decades.
Making a Will is one of the most important things a person can do. Many people see a Will as something they are always going to do but never seem to get round to it. It often takes a life-changing event such as buying a house, the arrival of a child or serious illness in order to get people to write their Will.
With the decision made, the next hurdle is how to do it and how much will it cost? A do-it-yourself Will or a Will made on the Internet seems an easy solution. Unfortunately the validity of these Wills is only tested after the person has died and then it is too late. Also since everyone’s circumstances are unique, ‘one size fits all’ solutions cannot address all individual and personal needs.
By making a Will this can maximise the inheritance that you wish to leave your loved ones and also minimize the potential Inheritance Tax bill which will be payable on the estate which is being left. Whilst Wills should be written to stand the test of time, they should be reviewed from time to time to reflect changes in the law and circumstances.
Request an appointment with a Financial Adviser in Buckinghamshire, Bedfordshire or Hertfordshire.
Alternatively, to discuss your circumstances with a qualified adviser now, please contact us today on 01908 260033 or request a call back using the form opposite.
Please complete the call back enquiry form below and we will be very happy to call you back and make an appointment to come and see you.