Financial Protector Will

Making a Will 

For many of us, making a Will is something we know we should do but never quite get around to. Of course, it’s important not to put it off and making a Will could be much quicker and easier than you think.

Our Lawyers and staff have a wealth of experience in creating Wills and make the process fast, straightforward, and hassle-free. Once in place, you’ll be able to relax knowing that you’ve planned for whatever the future, may bring. We can also store your Will safely free of charge protecting it from loss or damage.

With expert knowledge in all areas of wills, our friendly Lawyers will create a Will that’s right for you and your family. They’ll put you at ease and explain everything using plain English.

With almost two-thirds of adults in the UK not having a Will, you must get it right. For Example:
If you are not married or in a civil partnership your relationship, no matter how many years you have been together, will not be recognised and your loved one could be left without anything, including a home. If you are part of a broken marriage, without planning, your spouse may still inherit from your estate, regardless of the years, you have been separated. Or in a second marriage, which may mean your family from the first marriage may not get all that you or they expected. Act now to ensure your estate passes to the right people.

What a Financial Protector Will covers

A Financial Protector Will covers everything that a Protector Will Plus provides but also covers specific advice designed to minimise the tax paid through your Will.

Inheritance Tax will be applied to any estate that is worth more than £325,000. If your estates value is above this limit, then everything that is over the threshold will be taxed at 40%.  You may benefit from more detailed advice on how to minimise the tax paid through your will. If you own a business this may also be a more suitable option for you.

Our Solicitors are experts in structuring your will to maximise the assets left to your friends and family, potentially saving you a lot of money.

Team members who can help 

Rosemarie Sharp 

Principal Member and Senior Partner

Principal Member and Higher Court Advocate

Associate Legal Executive

Probate Supervisor

Probate Clerk

Client Testimonials

"As always, an excellent service. Thank you."

Roy 

"The work done was complicated, which made it very time-consuming and this was not helped by the covid restrictions. However, all our enquiries were dealt with to our satisfaction and we found Mrs Sharp and her staff to be very approachable and helpful."

Anonymous 

"Excellent service, professional company! Always friendly, no matter to big or small."

Annamay

 

"Sam was great, sensible advice, easy to understand. I've always used them and will again."

Mrs Roystow

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