Will & Estate Planning

Making a will is the only way to be certain that your wishes will be met after you die. Maybe you have not got around to it or you have deliberately put it off, but the process can be quite simple.

 

Estate planning ensures that you have the correct and up to date legal documents in place when it comes to you and your estate. In other words, it is a clear plan that shows how you would like your estate to be managed when you die or are unable or unwilling to make decisions for yourself.

 

  • Estate planning helps safeguard your wishes so that your estate is taken care of those you trust, and as you intended.
  • It can help protect your family and any other beneficiaries from the potential impact of inheritance tax.
  • Estate planning makes sure that when the person looking after your estate applies for probate, they will know what your wishes are.
  • There are a range of options available, including wills, lasting powers of attorney, trusts and living wills.

 

Estate planning without the guidance and advice of a professional can be both overwhelming and complicated, our specialists are here to make the process as stress free and straight forward as possible.

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Registered Office: 78 Castle Lane West, Bournemouth, Dorset, BH9 3JU.

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Parkway Financial Solutions is a trading style of Parkway Mortgages Ltd, an Appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority

Registered Office: Parkway Financial Solutions, 78 Castle Lane West, Bournemouth, Dorset, BH9 3JU|  Registered Company Number: 6748364 |  Registered in England and Wales.

This website is aimed at UK Residents Only