Mortgage Broker, Insurance Broker, Mortgages, Buy to Let Mortgages, Commercial Mortgages, Remortgages, First Time Buyer Mortgages, Equity Release, Life Insurance. Critical Illness Insurance, Private Medical Insurance, Home Insurance, Commercial Insurance, Business Insurance, Wills, Trusts, Funeral Plans, Estate Planning, Pensions, Investments, South Wales, West Wales and East Wales, Bridgend, Porthcawl, Kenfig Hill, Pyle, Cefn Cribwr, Cornelly, Maesteg, Cowbridge, Cardiff, Swansea, Neath, Port Talbot, Merthyr Tydfil, Pontypridd, Caerphilly, Newport, Carmarthen, Llanelli, Monmouth

WILLS & TRUSTS ADVICE

People put off making a Will for a variety of reasons, either believing they are too young to plan ahead or believing that the people they would wish to inherit will automatically do so, this results in not safeguarding your family's future.

However you can put off making a Will until it is too late and this poses many problems for your loved ones left behind and in the worst case scenario your inheritance could go to the wrong person or the state.

Safeguard your family’s future

Thinking about your Will and how you would like your assets to be passed after death can be an uncomfortable thing to do, however writing a Will can grant you the peace of mind of knowing that you have safeguarded the future of your loved ones. From the simplest Will to the most complex Estate we can advise on planning you would really like, rather than leaving your loved ones guessing what you may have wanted by not making a Will.

If you die without a Will…

If you die without a Will - intestate - the Laws of Intestacy will decide who inherits your Estate, dependant on a number of factors such as whether you are married or have children.

Without a Will…

  • If you are not married your partner will not receive anything
  • Ex-partners could make a claim on your Estate
  • Children you have from a previous relationship may not receive anything
  • You cannot be sure the people you wish to benefit would actually do so
  • Children you have who are under 18 may be taken into care while the courts choose who looks after them

Peace of mind in 3 simple steps:

1.  We take your details over the phone/face to face

2. We write your Will and post/email it to you  to check spelling etc

3. You sign your Will

‘Don’t be one of the 60,000 people who died last year without a Will. Give yourself peace of mind and safeguard your family’s future.’

If your affairs are more complicated

If your affairs are more complicated or you are concerned about potential threats to your Estate such as divorce, bankruptcy or the cost of long term care then it may be appropriate to consider Professional Estate Planning.  Our Estate Planning consultants will look carefully at your individual situation and make a personal diagnosis of your situation, providing you the solutions necessary to protect your assets for your loved ones.

Book a free Will and Estate Planning Consultation

To book a free, no obligation consultation with one of our Will and Estate Planning consultants please click here and one of our team will be in touch with you.

Why Use Us

  • Fantastic Advice

  • Fully Qualified Advisors

  • Personal Service

WILLS & TRUSTS SERVICES