TRAVIS YATES

Independent Financial Planning Ltd

 

Document Centre

 

Will Planning

What do we mean by Will Planning?

A few people are said to delight in rewriting their wills with great frequency, but for most of us writing or revising a will is something that tends to go to the bottom of the to-do list. Yet, keeping your will up to date on a reasonably regular basis is important if you want to be fair to your family and dependants.

How we can help?

It is important that your will and any other estate planning reflect the realities of your tax and financial position. We can work with your legal advisers on the best way to structure your will. If you do not have trusted and expert legal advisers who are specialists in estate planning and will writing, we can introduce you to competent specialist advisers.

For more information on Will Planning please complete the client enquiry form and one of our advisers will call you back to arrange an appointment. Alternatively you may telephone us on 01254 823 395 or email us at info@travisyates.com

 

The FSA do not regulate will writing.

 

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