Estate Planning Service

Making sure your wishes are met

Did you know that over half of UK adults aged 35 and over do not have a Will in place. Don't be one of them!

Source: Optimum Research September 2010 sponsored by unbiased.co.uk

None of us like to think about such things, but as the old saying goes "there's only two certainties in life, death and taxes" and so it makes sense to cover both eventualities by making sure you have a plan in place.

Many people assume that when they die, their money and belongings (their Estate) will just pass to their family - but this often isn't the case. In some cases, the Government may decide who benefits from the estate. By spending a little time now considering your options, you can ensure that your wishes are met.

Some of the benefits...

As well as making sure your original intended recipients receive what you want them to, pre-planning of probate can also save you time and money at a later date. Your Estate may be liable for Inheritance Tax (IHT), but by planning now, you could avoid some of this liability and make sure the maximum goes to your beneficiaries.

Helping you make the right decision

Executors? Intestacy? Trustees?
Sorting out your Will and Estate Planning might seem a bit daunting, but it doesn't need to be a chore. The Newcastle's Estate Planning Service is provided by the experts at The Estate Planning Group Ltd. They are a member of the Institute of Professional Will Writers and have been awarded the Crystal Mark by the Plain English Campaign for the clarity of their Will clauses. They will take the time to explain all the jargon, understand your wishes and help you draft a Will that meets your needs.

And it's convenient too - you can speak to an Estate Planning expert in your local branch or in the comfort of your own home.

To find out more about our Will Writing and Estate Planning Service or to arrange an appointment, simply pop into your local branch or call us on:

0845 606 5522

Newcastle Financial Services Limited offers a 'restricted advice' service which means that they can only discuss and offer products and services from a limited number of companies available through Openwork Limited.

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