We can help
Call 01625 403040 or click the ‘CONTACT ME’ button to fill out a quick form so one of our relationship managers may contact you back to discuss your requirements further.
Why do I need a Will?
The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don’t think it is relevant to them at this particular time.
The reality is that you can put off making a Will until it is too late and this poses all sorts of problems for the people left behind and could mean that some or all of your inheritance either goes to the wrong person or to the state.
Affording you Peace of Mind
Firstly and most importantly is the peace of mind making a Will provides. Making a Will enables you to plan exactly what will happen to your property (estate) following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any possible disputes between relatives.
Who needs to make a Will?
The answer is everyone. In particular, anyone with dependant relatives, (children under the age of 18, elderly relatives or relatives with a disability who have special needs), anyone who owns property or has any type of asset which you would wish relatives, friends or charities to benefit from.
But won’t everything go to my husband/wife/civil partner/parents/children etc. automatically?
This is a common misconception and dependant on the size of your estate, there are set rules which will be applied to determine who inherits and how much if you do not make a Will.
So what happens if I don’t make a Will?
This is called dying intestate. There are specific rules of intestacy which set out who will inherit and by how much if you do do not leave a valid will, this may not be what you would have wished and in the worst case scenarios where relatives cannot be traced, your assets will be taken by the Crown.
Contact
1a Park Lane,
Poynton,
Cheshire
SK12 1RD
Tel: 01625 403040
Email us
U-PLAN is a trading style of U-Plan Later Life Planning Ltd. Company registration number: 10818467
Registered office: Alder House, 29 Park St, Macclesfield, Cheshire, SK11 6SR
Accreditation
U-PLAN work in association with Countrywide Tax & Trust Corporation Ltd. Countrywide is an established legal company whose directors are members of S.T.E.P (The Society of Trust & Estate Practitioners) and offers advice in all aspects of Wills, Lasting Powers of Attorney, Trusts, Taxation & Estate Planning. Countrywide hold the status of a Tax & Trust Corporation.
