Simply Mortgage Solutions adhere to the S.T.E.P. Will Writing Code giving you peace of mind that we are doing the best possible job in helping you plan for the future.
STEP (The Society for Trust and Estate Practitioners) is the global professional association for practitioners who specialise in family inheritance and succession planning. and promote education and high professional standards among our members. STEP members help families plan for their futures, from drafting a Will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.
Our Estate Planning Helpline team are renown in the legal industry for their expertise in all aspects of estate planning, no matter how complex. So whether it’s a Will review, a full estate planning report, tax advice, lifetime and advanced estate planning solutions, or business succession, our team has the answers.
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 dependent 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 loved once 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.
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Wills and Trusts are not regulated by the Financial Conduct Authority