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WILLS & TRUSTS

Protecting your wealth

The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don't think it is relevant to them at this particular time.

The reality is that you can put off making a Will until it is too late and this poses all sorts of problems for the people left behind and could mean that some, or all of your inheritance, either goes to the wrong person or to the state.

Everyone needs to make a Will. In particular, anyone with dependant relatives must do so. Anyone who owns a property or has any type of asset which you would wish relatives, friends or charities to benefit from should also make a Will.

Making a Will enables you to plan exactly what will happen to your property (estate) following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any disputes between relatives.

Family Portrait
Wills & Trusts: About

WHY DO YOU NEED A WILL?

  • Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.

  • An estimated 70,000 people per year have to sell their homes to pay for care.

  • A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.

  • If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.

Image by Jessica Rockowitz
Image by Jonathan Borba

WE FIT AROUND YOUR SCHEDULE

Oakwell Estate Planning carries out face-to-face meetings, either in the comfort of your own home, your place of work or our offices; whichever is more convenient for you.

Meeting you in person allows us to identify your estate planning objectives and to provide guidance and advice, go through the options available to you and to make appropriate recommendations. In turn, this provides you and your family with peace of mind.

Our qualified consultants are dedicated, flexible and can arrange to meet with you in the daytime, evening or on the weekend. 

Wills & Trusts: Features
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