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?

Personal Estate Planning

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.



Why Choose us

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Investment portfolio review

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Cash flow modelling

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Fully Independent

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FCA regulated

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Financial planning

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Estate planning qualified

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Pension transfer specialists

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Occupational pension specialists

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All types of mortgages

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Care fee planning

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Low cost fees

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Corporate planning

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Wealth management

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Retirement planning

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Inheritance tax mitigation