Estate Planning Wilmslow

Wilmslow estate planning is not something that many people take into consideration, and this is very unfortunate considering how devastating it would be to leave your estate behind without any instructions to your friends and family. Wilmslow Financial Advisers can help you with this process and make sure that your estate planning is dealt with properly.

Estate planning is highly beneficial, and there are a number of reasons why you should go ahead with the process – whether it be for commercial or personal assets. Throughout this article, we’ll tell you exactly what estate planning is, how a Wilmslow Financial Adviser can help you, and we’ll also save you from making a big common mistake. 

Why Wilmslow Estate Planning Is Important?

Wilmslow Estate planning is the process of protecting and safeguarding your assets in the instance of your demise, or inability to carry out your life as normal (i.e. a disability might prevent this). Wilmslow Estate planning means that you’ll be able to give certain parts of your estate away to certain friends or family members. For example, you might want your home to go to your wife; your car to go to your son, etc. 

One Big Mistake That People Often Make

Unfortunately, there is quite a big mistake that people often make when it comes to estate planning, and it is one that you should try to avoid at all costs. When it comes to estate planning, you should not take shortcuts – if anything is worth doing then it is worth doing properly.

Many people who go through with estate planning will more often than not choose the cheapest and fastest option; but what’s the point in going through with the process at all if you are going to take shortcuts? This will only leave you with a poor estate plan, and you might find that it is not even legitimate (this only happens in rare cases, but there is definitely a chance).

The best thing to do is go to a certified and experienced Wilmslow IFA. It is useless skipping corners when it comes to estate planning, and you want to ensure that you have the best service possible. Call our Wilmslow retirement planning and Wilmslow personal estate planning advisers today on 01625 839511.

Why Choose us


Investment portfolio review


Cash flow modelling


Fully Independent


FCA regulated


Financial planning


Estate planning qualified


Pension transfer specialists


Occupational pension specialists


All types of mortgages


Care fee planning


Low cost fees


Corporate planning


Wealth management


Retirement planning


Inheritance tax mitigation