Wills, Trusts, Lasting Power of Attorney and Estate Planning

Setting out your instructions and wishes

Wills, Trusts, Lasting Power of Attorney and Estate Planning

Setting out your instructions and wishes

*Making a Will

A Will is a legal document where an individual can express their wishes for how their estate is distributed upon their death and set out any instructions. It is very important that both individuals in a relationship where there are dependent children involved make a will to name Guardians. Many members of the Armed Forces will have an MOD Form 106 Will, it is vital to note that many circumstances are not covered by this style of document. Please read our blog here for more information.

Call our in-house will writing service on 0330 3322 614

All Will instructions are with qualified and insured Will writers who are part of the New Leaf Will Writing Federation. Prices are inclusive of lifetime secure storage and registration onto the National Wills database.

*Will writing is not currently regulated by the FCA.

Trusts

Depending on what your wishes are you may wish to add certain trusts to your Will or even place your life cover in trust to match your Will. We can also provide this service.

Read our our blog for more information.

Buy to let

Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that allows you to nominate another person to act and make decision on your behalf whilst you are still alive. This can be for property or financial affairs or health and welfare. You can do both at the same time.

This video based on a true story demonstrates the importance and need for this document when things go suddenly wrong. We are able to act as your certificate provider and take you through the paperwork and process.

Estate Planning

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For most of our clients, the levels of service we can provide around wills and trust are suffice for their circumstances. However, if after a discussion and assessment of your needs we feel that you require a level of legal or professional advice outside of the scope of our remit, then we are able to provide a referral for you with one of our trusted partners.

Call us now on 0330 3322 614

to speak to a member of our team of experienced and qualified financial advisers

Call us now on 0330 3322 614

to speak to a member of our team of experienced and qualified financial advisers

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