Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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0800 074 8755

Wills, Trusts and Lasting Powers of Attorney

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 order my eBook, “Will Writing: The dos and don’ts” to get a discount on the already highly competitive price for a professional drawn Will (single Will or- two for a couple).

If your personal or financial circumstances are more complicated, please complete the form below so Clive can discuss your requirements with you.

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    Is your enquiry for yourself only or yourelf and a partner? (required)

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    Which of the following are you concerned about (you can select more than one)?

    Leaving an Inheritance to your family (children/grandchildren)
    My Care Home Fees reducing my children's Inheritance
    Inheritance Tax reducing my children's Inheritance
    Having someone I don't know/trust in control of my financial affairs through ill-health


    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

    Why you should have Lasting Power of Attorney

    Accredited SOLLA Advsior