An out of date Will can often be worse than no Will at all! We recommend a review of your Will and other Estate Planning documents every three to five years. This doesn’t mean changing anything, it means being reassured it is still fit for purpose and up-to-date with current legislation.
Our adviser will carry out a FREE thorough fact-find in order to gain a comprehensive understanding of your individual Estate Planning aims. We can then advise you how best to protect your legacy, for your beneficiaries, from unexpected threats in the future, such as remarriage after death and care fees
We can’t predict your future, but we can help you plan for it
Based on your personal needs and objectives, our Adviser will provide various options, and make recommendations .
The Sail Lofts,
Tel: 0800 112 3417