Will Writer

What else should I consider?

So if you have transferred your main assets into a Family Trust for maximum protection, heres a list of other matters you may wish to attend to whilst your mind is fine-tuned to organizing your affairs.

set up both property & financial affairs and health & welfare – 1 in 3 of us will need them in the future!
extremely useful and again is about you deciding for yourself what would happen in the event that …
  • Letter of wishes
this is a personal note to those closest to you, to say this is what I wish you to do for me, in the event that
  • Financial Summary
put together a simple list of your assets such as bank/building society accounts, ISAs and investments, premium bonds and so on. When the worst happens, your family and friends will thank you for making their lives easier you know it makes sense
How are friends and family going to know what you wanted if you havent written it down? Yes its a bit morbid to sit and think about it, but itll be the last thing you organize
  • A personal letter to a loved one
If you have just lost your partner, and you then found a hand written note addressed to you, how would you feel? Why not write one now whilst you’re thinking about it, it isnt going to cost you anything!

Care Home Fees


What can you do about it?

Let us talk you through the options. This is a complex issue so we will need to assess your personal situation very carefully to make sure you get the right advice.

Contact us now to arrange an initial discussion.


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