Clive Barwell explores how Wills, Trusts and Lasting Powers of Attorney can be used to achieve a range of financial goals.
If you want to know more about how to ensure that you can pass on your assets to your family, simply click on the links at the bottom of this page to watch more videos on the subject of Wills, Trusts and Lasting Powers of Attorney or Read more of Clive’s Blog Posts .
If you don’t currently have a Will, or yours needs updating, your financial and personal circumstances are straightforward, then click on the following link to access our online Will service. It takes just 15 minutes to order a Will, which will be checked by a professional before it is dispatched to you for signature.
If your personal or financial circumstances are more complicated, please complete the form below so Clive can discuss your requirements with you.
Ensure your family receive their Inheritance
Protect your children’s Inheritance from your future Care Home costs
Avoid your children paying unnecessary “generational” Inheritance Tax
Protect your children’s Inheritance from a future divorce or bankruptcy
Help your children keep their Inheritance come hell or high water
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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