Manchester Personal Estate Planning

When you are no longer around, would you like to ensure that your assets are passed effortlessly to the people you really want them to?

Simply having an up to date & valid will, may not give you the full protection you actually need. Only by having a detailed estate plan, can you be ensured that your assets will be protected from various risks. Part of that estate plan would make sure that if you were to lose capacity, that the right people would take care of your personal affairs. After all, how would your family cope if they could not access your assets to help you? Download our Estate Planning Services Overview for all you need to know.

Our qualified Manchester estate planning and Manchester IFA team will talk you through what an effective estate plan could look like

Valid Will

A well drafted will can help to ensure those assets are passed to the correct people upon your death.

Power of Attorney x 2 different types

Health and Welfare and Property and Affairs. By setting up these legal documents, you are effectively allowing someone you trust to take care and manage your legal affairs on your behalf (If you are away from the United Kingdom for any period, or become incapacitated & cannot manage your own affairs).

Trusts

Upon your death, your estate goes through a legal process – probate. This can take up to nine months. None of your assets can be sold until the grant of probate has been received. Any asset in your trust avoids this long/costly process.
How would you actually feel if your family had to pay excessive legal fees because you did not make a will?
How can you avoid the state getting your life savings once you are gone?
How can you avoid leaving uncertainties for your family to sort out?

Effective Manchester estate planning advice will give you piece of mind that things have been put in place should the worse happen to you. Getting the right legal documents and plans for your own situation is key. Call our Manchester estate planning specialists today on 0161 462 9122, for a one-hour FREE Manchester financial planning and Manchester 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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