Golden Square Will and Estate Planning
Multiple locations
(1)
Multiple locations
(1)
We often don’t want to think about it, but it’s important to plan for what happens during your life time and when you’re gone. You’ll want to make sure your money and assets go to your loved ones and that your wishes are fulfilled after your death.
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1 customer review
Klaus
Very professional , quick , precise , no hidden costs
What do you love most about your job?
Meeting people and helping them achieve their outcome in the first meeting. I always tell clients.. what is the main aim you want to achieve. It is a wonderful feeling to have when you save clients thousands of pounds in inheritance tax.
What inspired you to start your own business?
Being able to to problem solve and use critical thinking to get the best outcome for clients is necessary and something that we all enjoy.
Why should our clients choose you?
Integrity, honesty and commitment. We would never recommend or sell anything to clients that they did not needs. All estate planning is dealt with by one team member form instruction taking to posting or hand delivery of documentation.
Can you provide your services online or remotely? If so, please add details.
Yes, absolutely through Google Meet or Zoom meeting.
What changes have you made to keep your customers safe from Covid-19?
LFTs are taken the night before and on the morning prior to any client home visits. We routinely wear masks and all the team are vaccinated and have had their booter.
Estate planners and Will writers
With our comprehensive and affordable will writing service, we make the process as simple and straightforward as possible, for you. We will meet you in person and ask you questions about key decisions you may want to outline in your will, such as the inheritance of assets, the guardianship of young children, or whether you want to protect your loved one’s inheritances via a Trust. We will go over every detail in plain language with you, avoiding any complex legalese, so that you can be clear about every aspect of your Will or Trust.
We’ll work closely with you to understand your needs to deliver the service that is right for you, so you can rest easy knowing everything will be arranged on your behalf and to your specifications. We can:
Ensure your estate passes to your intended beneficiaries.
Prepare your estate for IHT (Inheritance Tax purposes) and CGT ( Capital Gains Tax).
Ensure your wishes are implemented during your lifetime and after.
Protect your estate against adverse events such as divorce of a married child, debt, bankruptcy, means testing, etc.
Make sure your succession is uncomplicated and easy to avoid any emotional strain or heartache.
Stop unwanted, illegal or unfounded claims against your estate.
Provide a professional executor and probate service.
Check that your life or business insurance is fit for purpose and meets your current needs.
Offer probate and funeral planning services.
