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Money Matters Online

Bradford

Get a free quote from this professional

Get a free quote from this professional

About

We are a family run business based in West Yorkshire and have a wealth of experience in Estate Planning. You can rest assured that we have your best and long term interests at heart and we make the preservation of your personal wealth our top priority.

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1 hire on Bark

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Your Will is the MOST important document that you will ever write and, for most people is far simpler than they ever thought it would be. A properly drafted Will not only ensures people receive what you would like them to but can secure your children’s futures, reduce inheritance tax liabilities, and save time and money. Peace of mind for just £99 for a single or mirror will

In the event that you became incapacitated through serious illness or injury, disability, stroke or dementia, who would you want looking after your property, finances, health and welfare? Your family that know and love you or the Local Authority?

Most people would answer “family” but, for this to happen, you need to create a Lasting Power of Attorney (LPA) BEFORE you become incapacitated. Not just for the elderly, an LPA is perhaps, equally as important as your Will. So much so, that here at Money Matters Online we think that putting an LPA in place is a fundamental step in safeguarding your family’s future.

Unfortunately dying is an expensive business. With the average funeral costing around £3,500, and prices are rising year on year. For this reason, pre-paid funeral plans are becoming increasingly popular. Allowing you to pay and organise your funeral at today’s prices. Most plans can be either paid for in full or on a monthly basis.
We have partnered with the leading Funeral Plan providers to offer you the very best plans available to suit your individual requirements.

If you currently own your property jointly you can change this from JOINT to TENANTS IN COMMON. This effectively splits ownership between the two of you, usually a 50-50 share.

As Tenants in Common, you can then leave your share of the property to whoever you choose and no one else can have a claim on it.

There are several types of Property Trusts available which will be discussed depending on your individual circumstances.