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Wills and Estate Planning

Making a will is very important in ensuring that your loved ones are looked after.

Were you aware that up to 70% of the UK population have not yet made their Will. Many people are put off by the thought of dying or just not having enough time as an excuse, but when you think of the implications of not having a will and the potential distress that it can cause your loved ones, its importance becomes clear.

If you don't make a will
  • You cannot guarantee that your familly and loved ones are looked after financially when you have gone.
  • You can't decide who your money will go to
  • The Inland Revenue may end up with a large slice of your estate
  • Those you leave behind may incur large legal bills to prove that they are entitled to money frm your estate
What is important to you is important to us - we can offer you
  • Wills, Living Wills and Lasting Powers of Attorney
  • Inheritance Tax Planning
  • Complete guidance on Will Trusts and the advantage of using them in your Will for Your family
  • Estate Administration- Settling Your Affairs
  • Estate Preservation- securing your home for your family to benefit in the future
  • Make sure any property you may have abroad is protected
  • Make sure any relative or dependent who may be disabled receives their share of your estate without losing state benefits


Call us on 01246 556743 today to find out how we can help

 

 

 

Wills are not regulated by the FSA

 

 

 

The levels and bases of taxation are subject to change.

 

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

 

Peak Mortgage and Insurance Services LLP is authorised and regulated by The Financial Services Authority and is entered on the FSA register under reference 430505.