Knutsford Personal Estate Planning

Would you like to ensure that your assets are passed onto the people you want them to after your death?

Keeping an up-to-date and valid will may not be sufficient. Only by making a detailed estate plan can you be sure that your assets will be protected. Part of that estate plan ensures that if you you’re your capacity the appropriate people – who you have chosen – will take care of your personal affairs. How would your family cope if they could not use your money or assets when they needed them the most? Download our FREE Estate Planning Services Overview guide today.

Knutsford Estate Planning

Our qualified Knutsford estate planning and Knutsford IFA team will talk you through what an effective estate plan looks like.

Valid Will

A well-drafted will can help to ensure your assets are passed on to the people you want them to upon your death.

Power of Attorney

Health and Welfare and Property and Affairs are the two types of Power of Attorney. When you set up these legal documents, you allowing someone you trust to take care of your legal affairs on your behalf. This is important if, for example, you are going to be away from the UK for a period of time, or if you become incapacitated later in life to the extent that you cannot manage your own affairs.

Trusts

After you die, your estate enters a legal process called probate. This can take up to nine months in total. None of your assets are allowed to be sold until the grant of probate is received. Any asset held trust circumvents this process.

How would you feel if your family were forced to pay massive legal fees just because you did not make a will?
How can you make sure that the state will not take your life savings once you are gone?
How can you avoid leaving uncertainty for your family to deal with after you pass on?

Personal Estate Planning

Effective Knutsford estate planning advice gives you piece of mind that things are in place should the worst happen. Call our Knutsford estate planning specialists today on 01565 817122, for your one-hour FREE Knutsford financial planning and Knutsford retirement planning review.

Assured Wealth and Estate Planning guide to the increased fee level and how forward planning can mitigate the new fees

What is probate?

When someone dies, you need to obtain the legal right to deal with their property, money and possessions, and to do so you need a grant of representation, which is commonly known as ‘probate’.

When is probate not needed?

Usually you won’t need to apply for probate if the estate does not include land, property or shares, if it is passing to a surviving spouse or civil partner because it was held in joint names or if the estate is valued at less than £5,000. However, each financial institution has its own rules and may still require a grant of probate certificate.

The new fees will apply to all applications received by the probate service on or after the date it is introduced in April 2019, irrespective of the date of death.

What is happening to probate fees?

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