Fortuna Wills and Estate Planning
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Fortuna Wills provide holistic Estate Planning services designed to cover all aspects of what is important to you. We help you every step of the way to easily minimise risk and truly achieve peace of mind by delivering tailored solutions that ensure your assets pass efficiently to the next generation.
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2 customer reviews
Sarah
Andrew is incredibly helpful and knowledgeable. He made the process very easy, and I would certainly use him again in the future. Highly recommended!
Reply from Fortuna Wills and Estate Planning
Thank you for kind review Sarah, glad to help put a secure plan in place for you and your family.
Mark Billage
Andrew helped us set up wills and LPAs. He listened to our needs and sorted what we needed. A great service
Reply from Fortuna Wills and Estate Planning
It was a pleasure to help you and the family with this important piece of planning.
What do you love most about your job?
Helping people protect their assets and the people they care about.
Why should our clients choose you?
Friendly, professional & knowledgable. Always focused on the best outcome for the customer.
Can you provide your services online or remotely? If so, please add details.
Meetings can be held face to face, over the telephone or video call.
Ongoing communications can be via telephone, email, text or WhatsApp.
Meetings can be held outside of normal office hours.
Wills
Single Wills or Mutual Wills are the bedrock of estate planning. This legal document lets your family know how you would like your estate distributed when you are gone.
Lasting Powers of Attorney
These legal documents, once registered, allow you to appoint a person(s) of trust to look after your finances and healthcare if you are unable to due to illness, accident or loss of mental capacity.
Trusts
Trusts are an effective way of protecting your assets for the next generation. Any asset held in trust avoids the need for probate and can protect assets from divorce, bankruptcy and help reduce or even mitigate inheritance tax on your estate.
Trusts can be included in your Will or set up during your lifetime.
Inheritance Tax Planning
Inheritance tax mainly affects estates when their value exceeds £650,000 for a married couple (or £1m when a primary residence is involved).
Assets passed to the next generation in excess of these bands is taxed at 40%.
Prior planning can help reduce or even mitigate this tax, so its always best to act early and take advice.
