professional financial management providing the right finance in the right hands at the right time

Will Planning

Why make a will?

Planning ahead can give you the peace of mind that your loved ones can cope financially without you and, at a difficult time, helps remove the stress that monetary worries can bring. You are securing your family's future through making a will.

Making a Will is essential if you want to be sure of leaving your property and possessions to your chosen Beneficiaries.

  • A Will allows you to provide clarity on a whole range of practical matters.
  • If you have children, it can say who should look after them if you died unexpectedly.
  • You can name trusted individuals to handle the administrative side of dealing with your property and possessions.
  • You can protect your assets for your family and future generations
  • A Will can include plans for residential care and tax planning

What happens if I don’t have a Will?

If you die without a Will, the Rules of Intestacy decide who will receive your property and possessions. These rules were created back in 1925, so they don’t properly reflect today’s families and modern living arrangements.

On the positive side, the Rules of Intestacy aim to take care of spouses, civil partners and biological children. However, they don’t make provisions for unmarried partners, step-children, friends, pets and charities.

The Rules of Intestacy may result in your property and possessions being inherited by those you want to inherit them but you will be leaving your family’s future undecided. Without a Will, you’ll be unable to put plans in place for your children. What’s more, you won’t be able to provide for vulnerable beneficiaries or have the opportunity to protect the value of your estate for loved ones in the future.

Our Services:

-Writing a will

-Setting up trusts

-Power of Attorney

-Document Storage

-Inheritance Tax Planning

-Professional Trustee

What we can offer:

The key to will planning lies in keeping it up-to-date throughout your life, and making changes to it following key events, such as births, marriages, divorce or death. As we get older our needs change, and securing your family’s future becomes more and more important. Making sure your will is up-to-date is important to us.

We understand that each client has unique needs and circumstances, and cater for this; providing them with the most suitable protection solutions in the most cost-effective way.

Do not hesitate to call us on 01619890389 to schedule a face-to-face appointment with one of our specialists. is the trading name of assured capital & investments ltd registered in england & wales No.10283774aci money nor its parent company is regulated by the financial conducts authority, and as such does not offer any regulated advice, but it does refer clients to regulated advisers where required or requested.
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