Will writing
Leave one less thing for them to worry about when the time comes
Death isn’t something any of us like to talk about. But it is an inevitable part of life and the best thing we can do is to ensure that our families are well taken care of when that day does arrive.
Ensure your lasting wishes are carried out
As financial planners we aren’t able to write a will ourselves. What we can do, however, is help you understand the financial implications of any decisions you might make.
Our will writing services, therefore, are more about providing clear, jargon-free financial guidance so that you’re fully prepared and know what you want before you approach a solicitor. We’ll help you think through important factors, including the creation of discretionary trusts.
This is an especially important - and often complex - subject for parents of children with disabilities, something we have both personal and professional experience of.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.
“Rhiannon takes our whole family situation into account and provides a professional service with expert advice.”
Financial advice for parents of children with disabilities
As the mother of a child with autism, Rhiannon has made the financial protection of children with disabilities a specialism. As well as providing one-to-one advice, she also runs a number of webinars and other events to provide parents with the advice they need.
Subject to other allowances being available, Inheritance tax is charged at 40% on all assets above the Nil Rate Band allowance, which is currently £325,000 for individuals or £650,000 for married couples and registered civil partners.The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Case studies
Get peace of mind for the future today
Whether you know what you need and you’re ready to go, or you’re still unsure about what your will needs to achieve, contact us today. We will be able to provide you with clear, jargon-free advice and can also recommend trusted solicitors to carry out the will writing.