No one wants to think about what might happen when they’re no longer around. But making a Will and discussing it with your family can clarify your plans and help family members prepare for the future, particularly younger generations.
Do you have a Will?
If you don’t have a Will (or need to update it) you can choose to write your own Will, or get help from a Will Writing service or a Solicitor. There are many reasons to ask for advice when writing your Will, such as:
*Please note Wren Sterling does not offer Will Writing advice but we have professional partners that offer this service
If you’d like to discuss your will, and the provisions you’ve made for your family and friends, get in touch with one of our advisers.
Do you have a Will? Have there been any big life events since you wrote your Will – like the birth of a grandchild?
Do you have any concerns about what will happen after your death?
Does your Will include what should happen if you are no longer able to look after your estate? What should happen if you survive/are survived by your spouse?
Can I make gifts as a Power of Attorney? It’s a common question, and the answer is yes – but there are strict rules to be adhered to. Neil MacGillivray, Head Of Technical Support at James Hay explains.
Disputes over matrimonial assets, arrangements for children, or in situations where parties are not married; in these scenarios Claire Colbert, Family Lawyer at Freeths explains the options available to parties hoping to resolve financial disputes.
Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. Find out more about what it is and how we use it at Wren Sterling.