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A crucial part of your financial plan

Many people we talk to assume that their wealth will be passed to their family without any meaningful issues, but this is often not the case. Wills and the use of trusts are a key part of preserving your wealth for those that you wish to benefit from it.

What do they cover?

Wills can be wide ranging, but arguably the two most important factors are estate distribution and the powers you have given to executors and trustees. It will provide details on how your estate will be distributed and who you will appoint to do this, as well as any legal arrangements you have put in place, such as trusts, and the powers you have given to others.

Can I write my own will?

Of course, it is possible to write your own will using any one of the online will writing services, but we do not recommend this. A will is, ultimately, a key legal document and, as such, we recommend your will is prepared by an experienced legal professional. Mistakes in wills can have significant consequences for the successful distribution of your estate.

How can we help?

We have trusted relationships with many solicitors and legal professionals which we have built up over many years.  If it’s something you would like to talk about then get in touch to discuss.

Please note

The Financial Conduct Authority does not regulate will writing.

Find out more

If you’d like to find out more about our approach and how we can help you, then just get in touch.

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