ESTATE PLANNING
Gregory Law Financial Planning Ltd have a wealth of experience and expertise to help you achieve your goals
If you do not have an up to date Will your home, savings and business are vulnerable. We are here to safeguard these hard-earned assets for you and your family, using simple but effective strategies.
Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We assess your current situation and offer you the best advice to give you peace of mind for the future.
Our estate planning solutions are tailor-made to suit your personal circumstances and budget. We make sure we look after you and your family for generations to come. For more information please visit our dedicated estate planning website.
Please note these products are not regulated by the FCA and we are not authorised via PRIMIS Mortgage Network to advise on them
WILLS
The vast majority of people put off making a Will for a variety of reasons, believing the people they would wish to inherit will automatically do so, or because they don’t think it is relevant to them. Everyone needs a will so please get in touch to show you how we can help.
TRUSTS
The strategic use of Trusts can ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets from being lost to the costs of Long Term Care.
ESTATE PLANNING
There may come a time in your life when you are unable to manage your financial affairs or personal welfare and you will need someone to act on your behalf. Power of Attorney’s ensures that if the worst were to happen, both your financial affairs and personal welfare are in safe hands.
BASIC FACTS
- Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.
- If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.
- A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.
- An estimated 70,000 people per year have to sell their homes to pay for care.
Get your Estate Review today, please contact us for a free financial review on:
(024) 76 717 564