Making a Will
A professionally drafted, up to date and flexible will is crucial to financial planning...yet surveys show that between 50 and 60 per cent of British people fail to put a will in place.
Where there is no will – or a badly drafted one – your loved ones may face the stressful, expensive and time-consuming process of resolving significant financial issues or disputes, at an already difficult time.
Even if you have a will in place, it makes sense to review this every couple of years to make sure that it is still up-to-date, continues to reflect your personal and financial circumstances and maximises the tax efficiency of your arrangements.
For a free initial meeting to discuss your situation and requirements, please get in touch.