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:
We will work with a third party that specialises in Wills and Trusts to ensure that any appropriate trusts are put in place alongside the Will. Life Insurance is then 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.
These products are not regulated by the Financial Conduct Authority and we are not authorised via PRIMIS Mortgage Network to advise on them, these will be referred to a third party.
