Personal And Family:
Wills & Trusts

How we can help you ensure your assets are distributed as per your wishes

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 appointment 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

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.

Get in touch today for a
free review

    By clicking submit / send I/we expressly consent to be contacted with a view to bringing to my/our attention in the future, products or services that may be of interest to me/us:

    Mortgage products not linked to my/our existing arrangement
    Any other products and services

    Stay Informed:
    The Scarlett Blog