Informed Financial Planning - intro...
Following your recent meeting with an adviser at Informed Financial Planning, it is suggested that you write or review your Will.
Alongside decades of experience and specialist expertise, Gosschalks also provides a useful online enquiry tool to capture your wishes so that they can respond quickly and prepare your Will with minimum fuss. You can access this tool here: Online Will Enquiry or contact a member of their friendly team to discuss using the details below or via 01482 324252.
Please remember, reviewing your Will is just one part of ensuring your personal and financial circumstances are in order now and in the event of your death. Alongside the writing of a new Will, speak to Informed Financial Planning to ensure that your pensions, investments, cash deposits and insurance policies are suitable for you and your family. Please call 01482 219 325 to arrange a free, no obligation, meeting to discuss your circumstances.
Informed Financial Planning
Wills & Trusts - more info...
About the services available via this page...
We have been preparing wills and managing trusts for over a hundred years. Our friendly team can give you all the advice and direction you need to make the entire process as easy and hassle-free as possible.
We know that drawing up a Will can be complex. We’ll advise you on Will writing, the creation of trusts and the overseeing of an estate to make sure everything runs as smoothly as possible for you.
We can advise on inheritance tax planning to make sure you pay as little tax as legally possible when a death occurs. We can also guide you on the preparation and registration of Lasting Powers of Attorney, which can be of great help if you were to lose capacity in the future.
You can complete our online Will enquiry form by clicking here.
We provide one of the best services in the region for this specialist area of the law. Our team can advise on the creation of lifetime trusts for tax planning purposes. We can also guide you through the management of existing trusts and the creation of trusts in wills.
Trusts are far more common and useful than people may think. Whether a bare trust for grandchildren, a life interest trust for your spouse or a discretionary trust for your whole family, we can advise on your best options.
Are you thinking of drawing up a will or creating a trust but have a few questions? Speak to us today to see how we can help you.
Contact: Paul Mounce - Direct tel: 01482 590281 or Switchboard: 01482 324252.
Find our more about our private client services here.
Informed Financial Planning - Wills and Trusts
Brought to you in association with Gosschalks Solicitors.