Wills, Trusts and Probate

We recommend that every client writes or reviews their wills with their Solicitor. In addition to this any life assurance policies with the potential to take the estate over Inheritance Tax thresholds are recommended to be written in trust or, at the very least, included in the discussion with their solicitors. An understanding of the potential costs and heartache relating to a large estate is paramount to being able to give proper protection advice.

The following case study is based on a client's specific circumstances and should not be viewed as advice. Please seek independent financial advice before embarking on a course of action.

Mr and Mrs L were referred to Simon by their Lawyer who had just completed their new wills. He had identified that they needed to invest some money and would benefit from our Lifestyle Financial Planning service. Simon met with the clients, helped them to work out the cost of the lifestyle they wanted to enjoy and helped them to implement a financial plan to achieve it. Annual reviews and an updated financial plan will ensure that Mr and Mrs L's finances stay on track. 

The Financial Services Authority does not regulate will writing and taxation and trust advice.