Enigma Wills & Trusts Ltd
Annitsford, Northumberland
(2)
Annitsford, Northumberland
(2)
Celebrating our 10 Year Anniversary in 2018 we work mainly in the North East offering estate planning advice tailored to your needs, from the first steps of making a will to utilizing trusts, giving lasting powers of attorney, protecting the family home whilst providing for long term care, business succession planning, funeral plans and other related services.
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2 customer reviews
Ray C.
Great service from Wendy which persuaded me to finally create a will to protect my children. Wendy is very efficient and makes the process very clear, explaining the pros and cons of the options in a very straight forward sown to earth way. Highly recommended.
Reviewed on Yelp
Ray Cassidy
I sat down with Wendy Haden yesterday to finally get my will written! We met up in Hexham as it coincided with a 4N networking meeting and worked our way through the process. From almost being phobic about writing a will and getting things in order for the kids, I found the process straight forward and there was no pressure to do things a certain way. Despite the fact she could have earned more money if I had carried out some actions on the day, she encouraged me to delay one or two decisions until one of my "heirs" hit 18.I'd highly recommend Enigma Wills and Trusts and have no hesitation in sending people Wendy's way. More...
Reviewed on Google Maps
What do you love most about your job?
No two people are the same nor are their will and estate planning requirements. I love meeting people and getting to know their personal story and I can put tools in place to support them through any "bumps in the road" during their lifetime (Lasting Power of Attorney-Protecting the home from Care-Gifting to Children etc). We can then look together at ensuring that they have control over their assets when they die, passing them on to the people that they choose (Wills).
Often there are concerns about young children and a discussion on who to choose as guardians. This can be an emotional subject but with careful consideration the children will be safe and well cared for. No-one will be as good as you as a parent but far better that you choose who cares for your children than the Courts.
Second marriage is quite common through death of a partner or divorce. The modern "blended family" works well but it is often difficult to broach the subject of "if you go first". There are a number of solutions for making sure that your partner is financially comfortable should you die but ensuring that your children receive your assets when your partner dies. Helping couples to chat through the options in the comfort of their own home is so much easier and with the "what if's" being brought up by myself there is no awkwardness.
Elderly parent's can be such a worry and trawling through all of the available information can be so time consuming and frustrating , I really enjoy dispelling all of the myths and helping to form a clear plan of action .
After coffee and a good chat I hope to leave my clients relieved, well informed and able to make the right decisions for their personal needs both in the short and long-term. I am not a sales person and hope to support each client through what is right and relevant for them.
What inspired you to start your own business?
Having worked within a financial services company as a will writer-estate planner I wanted to focus on the client experience. I wished to offer a service that is as individual as each client. Some people need more support through the process than others, more time to make decisions or have complex issues to consider. Taking time and building a trusted relationship is important. Giving instruction for a will is one of the most important things we do during our lifetime and be the process straight forward or complicated I wished to ensure that all of my clients are understand and are happy with the process.
Working for myself allows the flexibility to spend time with clients where required, not restricted by hourly rates or sales targets. Providing a professional supportive service was a key driver to setting up Enigma Wills & Trusts Ltd.
Why should our clients choose you?
Enigma Wills & Trusts is proud to celebrate 10 years of Estate Planning in 2018. We offer home visits and fixed fees at a time and place to suit you.
We have a wealth of experience in wills and estate planning such as trusts , long term care provision, powers of attorney and probate support. Specializing in estate planning we are aware of changes in legislation, court judgments and how these will effect how your will should be written. Areas you may not have even considered are discussed to ensure that your Will is exactly what you not only want but need. With the ever changing dynamics of modern life is your will flexible? Marriage, divorce, children's inheritance at a young age, guardians, provision for elderly parents, disabled relatives, charity donation or business assets? You don't have to be a millionaire to need a will! Everyone over 18 needs to have a will in place so that those left behind have clear direction from you. Call now for a preliminary chat.
Wills
from the standard to the complex
Trusts
Trusts within the will and discretionary trusts
Family Trusts
Gift Trusts
Property Protection Trusts
Pension Trusts
Life Assurance Trusts
Disabled Trusts
BPR and APR Trusts
Immediate Post Death Interest Trusts
Powers of Attorney
Lasting Powers of Attorney - Property &Finance and Health & Welfare creation and registrations
Enduring Power of Attorney - Registration
Business Sucession Planning
Business Will
Business LPA
Partnership Agreement
Cross option Agreements
Funeral Planning
Funeral Plans to cover the cost of the funeral- payment options for one off or by installment
Home Protection Plan
Placing the family home in trust to ensure that it passes to whom you choose and not reduced by long-term care fees.
Applications are dependent on meeting the prescribed criteria.
Probate Support
From guidance and document checking to completing the full probate application and estate administration.
