I am an experienced STEP Affiliate Estate Planner based in the Midlands, but work throughout England and Wales. There are some financial service organisations that will ONLY refer business to STEP registered professionals. I help individuals, families and business owners of all ages with bespoke estate planning advice & tailored solutions.
Do you have a Will? Is it up to date? Does it suit your living circumstances? Would your existing will currently “do” exactly what you wanted it to in the event of your death? Do you need Trust planning to manage resources for vulnerable heirs such as minor children or indeed to manage the most common complexities of life such as Divorce, blended families/ step-children, estranged family, or providing for unmarried partners? Would your current will have tax implications for the people you would be leaving behind? Have you no Will, but perhaps assume/hope that the default laws of intestacy would do as you would have wished?
Please ask for a FREE review to make sure
Most of us have seen circumstances where someone has become seriously unwell to a point that they are legally incapacitated. Unfortunately one cannot always predict a health situation, a car accident or injury that could prevent you from being able to make decisions for yourself, and sometimes quite suddenly and unexpectedly. Preparing Lasting Powers of Attorney (LPA) documents is the safest way to ensure that, in this event, the people YOU have chosen whilst you are well can make decisions on your behalf and in your best interest. If you (or somebody you care about) is already unwell, I can advise on applying to the Courts for a Deputyship Order.
Please ask for a FREE review to see if your LPA arrangements are as you need.
An initial consultation and review of your current arrangements is offered completely free of charge.
As the partner of a Royal Navy veteran, I am happy to offer service leavers and those currently serving HM Forces with discounted services. Please mention Veteran Owned when you call me on 07977 696552 or email email@example.com.