Personal Estate Planning Warrington
When it comes to managing your personal Warrington estate planning affairs, most clients want to know three things:
Will the documents I have drafted give me certainty after my death?
Will they allow my family to process my estate simply and without complications?
Will they reduce the burden on my family if I fall ill, or after I have gone?
Warrington Estate Planning
Estate planning is a complicated area to understand, so here we have summarised the key documents and how they work, so you can select the best options for your circumstances. Of course, you will still need a Warrington IFA to review your situation and give guidance to you, so we would recommend a FREE Warrington personal estate planning consultation at a time to suit you and your family.
See a summary of your estate planning options here:
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Summary of your estate planning solutions
Options and benefits
Basic wills only
Wills trusts and LPA’s
Lifetime trust, wills and LPA’s
Avoid the cost / delay of intestacy
Yes
Yes
Yes
Appoint executors of your choice
Yes
Yes
Yes
Appoint guardians of your choice
Yes
Yes
Yes
Ensure your wishes are respected
No
Yes
Yes
Avoid sideways disinheritance
No
Yes
Yes
Delays children’s inheritance
Yes
Yes
No
Avoid the cost of probate
No
No
Yes
Avoid Probate delays min 6 months
No
No
Yes
Avoid inheritance tax in children’s estates
No
No
Yes
Avoid family wealth being diluted if a child divorces
No
No
Yes
Avoid wealth dilution in the event of a beneficiary’s financial hardship
No
No
Yes
Protect family wealth for up to 125 years.
No
No
Yes
Allow you to nominate trusted persons
No
Yes
Yes
Avoid costs & delay of a deputyship order
No
Yes
Yes
Avoid loss of control of a deputyship order
No
Yes
Yes
May mitigate social care fees after first death*
No
Partial
Yes
Call the Assured Wealth and Estate Planning team today to arrange an informal meeting to discuss how you can plan effectively for your family future.
