Most of us think we know the answer. Spouse or partner? Children or grandchildren? A favourite charity? The options are endless.
Without a Will, the answer may not be as straightforward as you think!
If you die without a Will in the UK, all of your property and possessions would be distributed under predetermined rules known as “Intestacy”. It is these rules, passed by successive UK governments, that decide who is entitled to what share of your estate.
How much of your estate will be swallowed-up in legal disputes if your Will, or the lack of one, means that your dependants aren’t adequately provided for?
For a limited period, I am offering a 10% discount on the standard charges for Clients in Yorkshire.
To find out more and claim your discount simply complete the form below quoting code CB10L. Upon receipt of your details, I or my team will contact you to explain the process that will lead to your no obligation illustration of the cost of a Will (and any other legal documents needed) based on your own specific circumstances. Subsequently, if you decide you wish to proceed I will visit you at a time and location that is convenient to you to take your instructions.
The subject of Care Fees is both emotive and complex. Clive Barwell blogs to shed some light on this topic.
Clive Barwell blogs to explore the financial options facing people in the lead up to and during retirement.
Inheritance Tax is payable by different people in different circumstances. Here is advice on the subject.
Generic financial planning advice is not regulated by the Financial Conduct Authority. The views expressed on this site are those of Clive Barwell personally and do not reflect the view of any company or organisation with which he is associated. Also, nothing in this site is intended to be, nor should be construed as being, advice to follow or desist from following a particular course of financial action. It is strongly recommended that professional financial advice is sought before embarking on any such course of action. Any request for regulated financial advice received through this site will be exclusively referred to Wren Sterling. Wren Sterling is a trading name of Wren Sterling Financial Planning Limited,, which is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665653. Registered office: 13-19 Derby Road, Nottingham NG1 5AA. Registered in England No. 09157918.
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0800 074 8755info@clivebarwell.co.uk