WILLS and TRUSTS

Why you should make a Will

 

Without a will, the distribution of your assets (estate) will be carried out according to the laws of intestacy which may not reflect your specific wishes.

 Making a will enables you to plan exactly what will happen to your estate following your death to ensure that those you would like to benefit actually do so. The absence of a Will can cause financial hardship, unnecessary expense and heartbreak for your family.

Lawyer writing a will in Ascot

Without a Will:

  • Your spouse/civil partner will not automatically inherit ALL of your estate

  • 'Common Law' partners may not receive anything

  • Children under 18 could be taken into care whilst Guardians are appointed should the parents die.

  • There could be lengthy delays for your Beneficiaries

  • You will not be able to leave something to friends or charities if this falls outside the Rules of Intestacy.

People with peace of mind because they have a will

With a valid up to date Will you can ...

  • Provide for those you choose in the way you wish

  • Protect your children -  appoint your own Guardians

  • Be Tax efficient to ensure you don't pay inheritance tax unnecessarily

  • Save your family time and money and remove the burdens of additional stress when dealing with an estate where there is no Will

  • Give yourself peace of mind knowing that you have done everything you can to secure the future of your loved ones.
     

Person looking ahead to protect his family and future generations with trusts and good estate plannng

Trusts - protection for your family's inheritance that takes you one step further 

Trusts can be used to protect family wealth through the generations, by preventing the loss of your assets from future events such as divorce, creditors and further Inheritance Tax bills. After your chosen beneficiaries receive their inheritance into their own estate, without the protective structure of a trust it can be lost or end up in the wrong hands!  

How can Puldoran help you

We are specialists in all aspects of Will writing and the use of Trusts and offer a service tailored to your specific requirements whether it is a simple Will or developing strategies to manage more complex estate planning and inheritance tax issues.

 

For more information please contact us on

01344 636 338