Wills & Trusts Seminar

wills & trusts seminar


This March we are inviting our clients to join us at a free Wills and Trusts seminar, delivered by Peter Earle of Legacy Legal.

This seminar will provide you with the chance to learn how you can protect your assets for future generations. In addition Peter will be providing a free Will review to all attendees.

Do you have questions or concerns about any of the following?

  • Losing a significant proportion of your wealth though Inheritance Tax
  • A lack of control regarding how your wealth will be distributed
  • Future family disputes or financial hardship
  • Decisions regarding long term care fees

This free seminar will address these issues and more, and help you to learn how you can protect your family’s future, providing you with peace of mind for years to come.

If Wills & Trusts are an area you have been considering reviewing but have yet to take the plunge, join us on Tuesday 8 March at 7pm – 8pm to explore the topic and take advantage of a free will review with Peter.

Spaces will be allocated on a first come first served basis and will be limited so reserve your free place online today.

Why You Should Make a Will

Only about a third of us get around to writing a will. However, by doing so, we are safeguarding our loved ones from unnecessary stress and financial worries in the event of our premature death.

Many individuals mistakenly believe that their assets will automatically pass to their spouse/registered civil partner following their death, but without a will in place, the estate will be distributed under UK intestacy rules.

Without a Will, immediate loved ones such as your spouse, civil partner and children could end up with less than you hoped and others that you wished to inherit from your estate may not benefit at all. Additionally, a will ensures that you reduce or mitigate any Inheritance Tax bill that your beneficiaries might face.

Finally, it is worth considering the emotional stress that could be placed on your loved ones without a will as there may be delays in winding up your estate and it is likely that your next of kin would be appointed as executor to your estate, when in some cases this individual is not always the best person during such a traumatic time.

What are Trusts?

Trusts provide a mechanism to allow you to specify how and when your beneficiaries will benefit from your estate. A trust allows you to impose conditions or time limits on gifts to individual members of your family and can provide substantial benefit to their long-term security.


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