Wills, Lasting Powers of Attorney
and Trusts
The importance of writing a last Will and Testament cannot be overstated to avoid default Government enforcement of where your assets will be distributed when you die.
Don't delay in getting your financial affairs in order to help your loved ones during what will be a difficult time for them and protect your assets.
Putting in place lasting powers of attorney (LPA) now provides you and your loved ones peace of mind that if mental capacity is lost they can handle your financial situation for you and assist in making all important medical decisions which will otherwise be in the hands of your local authority.
The use of trusts is commonplace and a powerful tool to help protect your assets from a variety of risks such as; disinheritance, generational inheritance tax, loss of available tax allowances and diluted inheritance through excessive care home fees.
Last Will & Testament
Your Will will help distribute your assets after you have gone to those that you wish to benefit from them.
Lasting Powers of Attorney
LPAs ensure that when mental capacity is lost your financial and health decisions are being taken by someone you trust.
Trusts
Establishing Trusts can benefit your loved ones for generations and can protect your assets from a variety of risks.
Get started today to protect tomorrow!
Writing a will is one of the kindest things we can do for our loved ones and yet it is something that is not always prioritised.
The process starts with a simple 'fact find', your advisor will then provide you with recommendations, you choose how to proceed and then your documents are drafted.
Starting the process using Stepwood Wills & Planning is simple, so get in touch today and we will hold your hand through the process.
Testimonial:
"Like one of those 'jobs on the list' which you never complete, getting my Will written was something 'I was always going to get around to', but never did. Meeting Steve brought that whole process to fruition in such an easy and professional manner.
Steve advised that it wasn't the 'arduous task' which I thought it might be, it didn't require endless meetings or unnecessary cost, and this proved to be the case. He was meticulous in his process, asked clear and concise questions, listened to my circumstances, and made perfect recommendations.
He truly was 'good to his word' and completed my Will in a wholly professional manner including guidance on sharing the document with appropriate friends and family.
A genuinely personal one-to-one, professional service - one I would highly recommend to anyone."
Mr P
Stephen Colderwood
Director
"Most of us work for the majority of our lives building our wealth to be more comfortable and to help our families after we are gone. Writing a Will becomes essential to know that those assets are going to where they should"