WILLS AND ESTATE PLANNING

Areas of concern...

Basic Wills

Marriage after death (your children not inheriting)

Home/Savings being lost to care home fees

Inheritance Tax

Inclusion/Exclusion of vulnerable beneficiaries

The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don't think it is relevant to them at this particular time. 

The reality is that you can put off making a Will until it is too late and this poses all sorts of problems for the people left behind and could mean that some, or all of your inheritance, either goes to the wrong person or to the state.

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Everyone should make a Will. In particular, anyone with dependant relatives must do so. Anyone who owns a property or has any type of asset which you would wish relatives, friends or charities to benefit from should also make a Will.

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Making a Will enables you to plan exactly what will happen to your property (estate) following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any disputes between relatives.

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‘Wills and Estate planning are referred to a third party. Neither Life Alliance Ltd or PRIMIS are responsible for the service
received. These services are not regulated by the Financial Conduct Authority and may have limited consumer protection’

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WILLS ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY 

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Fees may apply 

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