Warrington Personal Estate Planning

Warrington Personal Estate Planning

Would you like to be sure that your assets will be passed on to the people you want them to after your death?

Having an up-to-date, valid will is important, but that alone might not give you sufficient protection. Only a detailed estate plan can make sure your assets are protected from risk. Part of that plan is to make sure that if you lose capacity the right people are put in place to take care of your affairs. Could your family cope if they could not use your money and assets when they needed them the most?  Download our FREE guide today Estate Planning Services Overview.

Warrington Estate Planning

Warrington Estate Planning

Our qualified Warrington estate planning and Warrington IFA team will talk you through an effective estate plan.

Valid Will
  • A well-drafted will helps to ensure your assets are passed on to the people you want after your death.
Power of Attorney
    There are two types of Power of Attorney: Health and Welfare and Property and Affairs. By setting these documents up, you are legally naming someone you trust to take care of your affairs if you are away from the country for some time, or you become incapacitated and cannot manage your own affairs.

Trusts

After your death, your estate goes through a legal process known as probate. This can take as long as nine months. None of your assets can be sold until the grant of probate is in place. Assets protected in trust will circumvent this process.

    • How would you feel if your family had to pay legal fees because you did not make a will?
    • How can you avoid the state getting hold of your life savings after your death?
    • How can you avoid leaving uncertainty for your family?

    Personal Estate Planning

    Effective Warrington estate planning advice gives you piece of mind that things are in place should the worst happen. Call our Warrington estate planning specialists today on 01925 396122, for your one-hour FREE Warrington financial planning and Warrington retirement planning review.

    “Explaining what legal documents a client and their family require to protect their assets and how they are best used is a key part of our advice process when it comes to Estate Planning” writes Mark Jones – Estate Planner at Assured Wealth.  

    60% of the UK do not have a valid will in place, despite knowing that eventually one day they will pass away.   

    “I find it strange that the vast majority of new clients have given little thought to what will happen to their life work after thy die.  Clients will be adamant they have enough life and income protection in place, but fail to realise the complexities of dealing with their estate if they were to die”.  “Our team regularly run workshops and seminars explaining what basic steps you should have in place to help you when you are alive and hep your next of kin when your gone”.

    Read our helpful Estate Planning Guide to find out more.

    If you need help or advice with a will, lasting power of attorney (LPA), placing assets into Trust or probate, then call our team for FREE: 01925 396122.  Or contact us.

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    Are Annuities Still A Viable Option For Retirement Planning?

    Are Annuities Still A Viable Option?

    Annuities are retirement products that guarantee you with a regular income after you retire.

    You choose a provider, pick an appropriate annuity to suit your needs and, in exchange for some or all of your pension savings, the annuity provides income until you die.

    The use of annuities has declined markedly in recent years, with figures from the Association of British Insurers suggesting sales have fallen by as much as 80% since 2014.

    Research from the Financial Conduct Authority reflects this trend, with year-on-year annuity sales down 16% in the six months to April 2017.

    This is partly due to the fact that, following former chancellor George Osborne’s introduction of pension reforms in 2015, people now have more options when it comes to planning their retirement.

    However, are annuities still a viable retirement planning option to consider in 2017?

    Read more

    Online Probate Service Launches

    Online Probate Service Launches

    Executors of an estate in England and Wales can now apply for probate online using a new online probate service launched by HM Courts and Tribunals.

    This will allow executors to submit certain details online to obtain a grant of probate, although paper copies of the will and death certificate still need to be provided.

    Read more

    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

    Not sure what's right for you? Let us help you decide.

    BOOK A FREE ESTATE PLAN REVIEW