Why Choose Wealthmax for your Wills & Estate Planning?
While no one wants to think about a time when they might not be around, it needs to be considered for the sake of your loved ones. Without having wills or trusts or some kind of estate planning in place, your assets might not be distributed in the way you wish.
Despite this fact, figures show more than 60% of people in the UK don’t have a current will something that puts their beneficiaries at risk. Failing to set up a trust or will and testament can have a major impact on your loved ones, so it’s prudent to have a plan. Legal and tax rules may change. Advise should be tailored to your individual circumstances to ensure suitability and compliance.
What we Offer?
From drafting wills to inheritance planning and trust management, our estate planning services are designed to help protect your legacy and provide peace of mind for your loved ones.
Will Writing
Ensure your assets are distributed according to your wishes with a professionally drafted will that reflects your intentions.
Trust Planning
Safeguard your wealth and secure your family future with expert trust planning services tailored to your specific needs and financial goals and personal circumstances.
Inheritance Tax Planning
Reduce potential inheritance tax liabilities through strategic planning, helping your loved ones retain more of your estate.
Lasting Power of Attorney
Appoint trusted individuals to make decisions on your behalf with lasting power of attorney arrangements tailored to your preferences.
Looking to Plan your Will & Estate?
Whether you’re considering setting up a trust, arranging a lasting power of attorney or using our will writing service, our estate planning team is here to help. We take the time to understand your personal circumstances and provide tailored guidance to find the right solution for you and your family. Book a consultation today—we can visit you at home or meet online, offering clear, jargon-free advice at a time and location that suits you.