01843 838 230
01843 838 230

Wills and Trusts

Wills

Importance

 

Most people understand the importance of having one, but more than two-thirds of people in the UK do not have a Will.

 

A large number of those people say when asked that they intend to make one when they are older. Others incorrectly believe that their estate will automatically go to the right people.

 

Under the rules of intestacy, if a person dies having not made a valid will, their property, bank accounts and physical possessions (their estate) is shared out according to set rules. This can mean that friends and family members can receive less than is desired or even nothing at all if they are not the closest blood relatives or married/civil partners to the deceased.

Why do i need a will ?



You should make a will if you;

 

  • Want to control who gets what when you are gone
  • Have any heirlooms or items you wish to leave to specific people
  • Have family / Children
  • Want to ensure your child/children are cared for by who you want
  • Are not married to your partner or are single
  • Have half blood relatives or 'Step' family members (ie half-brother or step daughter)
  • Have specific wishes regarding your funeral

 

Call us to discuss how we can help you MAKE A VALID WILL or use the contact form.

Trusts

Protective Property Trusts

 

This area of Estate Planning can govern what happens to assets and to reduce tax liabilities and third party claims against assets.

 

We can advise you on various trusts and their benefits to you, please call or contact us for further information

The Financial Conduct Authority do not regulate Wills and Trusts.

Get in touch

For a no obligation FREE consultation call:

 

01843 838 230

 

07782 168211

 

Or use our simple online contact form.

The FCA registration number of

‘Your World Financial Services’ is 600934.

This information can be verified at www.fca.org.uk/register

or by contacting the FCA on 0800 111 6768.

Write to us

Your World Financial Services

2 The Square  
Birchington

KENT CT7 9AB

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Registered with the FCA - 600934 Your World Financial Services Limited is an appointed representative of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority. *Your World Financial Services Ltd acts as a credit broker not a lender