Estate Planning and Wills

We are extremely experienced in estate planning and understand the complexities involved when getting your wishes translated into a binding legal document.

For many, particularly in the South East of England their homes alone may take the value of their estate above the Inheritance Tax threshold of £325,000. This means that there are many people who would benefit from planning ahead. The need to plan is increased by the fact that Inheritance Tax needs to be paid relatively quickly whilst selling a home may take a considerable amount of time.

One key method we inform our clients of is the tax-free gifting of up to £3,000 a year. The government is constantly looking for loopholes to close so it is important you get your advice from a reputable and up-to-date source like ourselves.

Will Writing Service

Although writing a will it is a difficult subject to approach, detailing how your estate is to be shared is crucial if you wish to leave your loved ones in a good financial position. Leaving no will not only causes confusion between those who are dearest to you but they may end up missing out as the local law will decide the distribution in a way that you have no say over.

One of the clearest examples of an undesirable result is your partner not being recognised, this most commonly happens if you are not married. In law it can easily become the situation that children and parents split the entire estate without your partner being recognised.

The peace of mind you get knowing that you have covered what is an inevitable situation is profound.

We would love to hear from you with any Financial Services questions or queries that you may have.

But before you contact us why not checkout some of our customer testimonials below:

For more customer testimonials please visit our testimonials page.

“Very satisfied with the advice given and dealt with Debbie for many years and found her again via the internet and very pleased I have”
Mrs F – Ipswich, Suffolk.

“Overall very happy with it and much more comfortable with the lower risk of my existing investment”
Mrs L – Trimley St Mary Felixstowe, Suffolk.

“We were both extremely happy with all the recommendations we received from Debbie and were more than happy to follow her advice on our investments”
Mr & Mrs H – Felixstowe, Suffolk.