Anyone could sadly lose a loved one at any time. If this happened to
you, are you sure the right person would inherit your estate?
Why write a Will? - Preparing a Will allows you to determine who will
inherit your estate after your death. Without a Will you run the risk of
the wrong people benefiting from your estate, increasing costs and
delaying your beneficiaries from receiving their inheritance. Always
ask yourself the question, who do you want to have to have your
money? Your loved ones, someone else or the government? Writing a
Will can ensure your estate goes to the right person!
Whether your estate is large or small, complicated or straightforward,
the Will writing service can help to make sure that your property and
possessions are left to the people that you love.
Appoint guardians or set up trusts for young children,
ensuring your children are cared for.
Plan the distribution of your estate in order to minimise
Set up trusts to make provision for a vulnerable person or
after a second marriage.
Prevent your loved ones falling out over who gets what.
Make gifts of sums of money or specific items to individuals
Leave instructions about your funeral.
What is a Will and how can we help you? - A Will is a legal
document that allows you to state what should happen to your assets
after you have passed away. Our Will Writers provide comprehensive
advice on many areas including:
Probate & Estate Administration
Long Term Care Advice
Lasting Powers of Attorney
Office of the Public Guardian Advice
Inheritance Tax Advice
Business Succession Advice
Secure Document Storage
Pre Paid Funeral Plans
Wills & Trusts
The standard Will service includes:
There is no such thing as a standard Will. - A Will is a very
important document that every adult should have in place. Making a
Will clarifies your wishes and enables you to give your loved ones
financial protection after you have gone. If you are a couple you may
wish to have ‘mirror wills’ in place that reflect each other and this is
something that we can help with.
Writing a Will can be quick and straightforward provided you receive
the right advice and guidance. Advisors can help you make a Will
that’s right for you and your individual circumstances.
We will help you make your wishes
known to ensure your property and
possessions go to the ones you love, so
you can have complete peace of mind
and reduce the worry, stress and
likelihood of disagreements for those you
Wills and Estate Planning for Employers
The comedian Rik Mayall, who died suddenly at 56 ,
failed to leave a valid Will.
This could mean complications for wife, Barbara, and their
three adult children.
His £1.2million estate could be liable for tax of tens of
thousands of pounds because without a Will his
personal estate would be divided according to
Government intestacy rules.
Article obtained from The Mirror Click to view
c 2015 Celtic Wealth Management & Financial Planning Ltd.
Celtic Wealth Management is the trading name of Celtic Wealth Management & Financial Planning Ltd.
Celtic Wealth Management and Financial Planning Limited have put together a group of specialists who we work closely with and are
leaders in their field in order to offer our clients the best products on the market. All regulated advice in relation to Pensions and Investments
is given by Darren Reynolds, Chartered Financial Planner or his qualified advisors of Active Wealth (UK) Ltd, which is regulated by the
Financial Conduct Authority.
Whilst every effort has been made to ensure that articles are correct, Celtic Wealth Management and Financial Planning Limited can't take
any responsibility for its content and readers are advised to check their validity for themselves. Celtic Wealth Management and Financial
Planning Limited and its divisions are not liable for any financial product purchased or financial advice provided through a third party
Financial Advisor, Mortgage Advisor or Will Writer. Neither Celtic Wealth Management and Financial Planning Limited or any of its divisions
are regulated by the Financial Conduct Authority and as such do not offer advice.
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