Personal And Family:
Wills & Trusts

We can help you to ensure that your
assets are distributed as per your wishes

Whilst it’s surprising to know that two thirds of adults in the UK don’t have a Will in place*, at Scarlett Financial Services we can make sure you are not one of them and assist you to put plans in place for the future. Most adults have some form of estate, whether you have savings, property, shares, a business or personal belongings, these all form part of your estate and a Will is the only way for you to dictate what happens to these when you die. A Will can ensure:

Family members receive their designated share of your estate
Guardians are appointed for your children
Your estate is passed in a tax efficient way
Those dealing with your estate are trusted friends or family
Any gifts or donations are made to those important to you

As well as working with our partners to ensure that you have the correct Will, our advisers can make sure that any appropriate trusts are put in place alongside the Will so that Life Insurance is kept outside of your estate, making sure that we get the right money in the right hands at the right time. This is especially important when inheritance tax applies, so that money is available before Probate is granted and money is available before the estate is distributed.

Scarlett Financial Services do not provide a Will writing service, but we are aligned to suitably qualified solicitors who we can refer you to.

The Financial Conduct Authority does not regulate Will Writing and Trust Advice


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