Will Writing in Stanmore
Smart Investments can help with all types of will writing in Stanmore and the surrounding areas. Talk to one of our friendly, professional team members today for more information.
Will writing and powers of attorney are not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
Simple Process
Having a will in place allows you to distribute your assets as you wish and protects your loved ones from potential legal issues, making the process of settling your estate simpler and less stressful for them.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.
The Financial Conduct Authority do not regulate auto enrolment, wills and inheritance tax planning.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.
WILL WRITING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
Quilter Financial Planning accept no responsibility for this aspect of our business
Why is a Will Important?
It’s something we’d rather not think about, but having a will in place is important. If you die without a will in place there are a set of rules which dictate how your money and assets should be allocated, and this is not necessarily how you would like them to be distributed.
If you need advice on setting up a well-thought-out will, please speak to one of our advisers.
The Benefits of a Professional Will
Know Your Will is Done Properly
There is a lot of paperwork involved in writing a will which is why it's important this is completed properly.
Charitable Gifts
There are rules around charitable gifts which should be carefully considered to ensure your money is looked after.
Complete Your Estate Plan
A will should form part of your estate plan to ensure your assets remain protected.
Security
Your will should be securely stored to make things easier for your loved ones and ensure your wishes are honoured.
How Do Wills Work
For a will to be valid it must be done in writing and you must have good mental capacity at the time of making the will and have written your wishes without pressure from anyone else.
After you die, the executor will take charge of the will and take steps to distribute your estate as per your final wishes.
For more information about your will or for help with your estate plan, talk to one of our friendly team members today.
Will writing and estate planning are not regulated by the Financial Conduct Authority.
- Will writing
- Estate planning
- Investment advice
- Mortgage advice
- Protection advice
- Pension advice
Helpful Information
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Our Process
Step 1
Book a Consultation
Talk to us and book a free, initial consultation at a time suitable for you.
Step 2
Discuss the Options
We will discuss your estate plan and the requirements for your will.
Step 3
Sign your Will
We will complete your will signatures and ensure your will is secure.
Last Step
Complete your Estate Plan
We will ensure your estate plan is fully complete.
FAQS
Please see some of our frequently asked questions, or for more information please don’t hesitate to get in touch.
Your will must be in writing and you must have the mental capacity to make the will and understand the effect it will have. You must have made the will voluntarily and without pressure from anyone else. Talk to us today to see how we can help ensure your will is secure and valid.
The price of your will depends on your own personal circumstances, we will talk through the options and decide on the right package for your needs.
It's important to think of a will as a small part of your overall estate plan, we will take a look at all of your assets and ensure your will takes these into account.