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Expert face-to-face advice on Estate Planning; delivering peace of mind and protection for you and your family.
Expert face-to-face advice on Estate Planning; delivering peace of mind and protection for you and your family.
A report from The National Will Register has found that 56% of adults in the UK do not have a will.
This means that they do not have any control over who receives their assets when they pass away – a situation known as Intestacy.
Don’t leave the disposal of your estate to chance. Take professional advice now and put your affairs in order.
A Will is a legal document that allows a person to pass on their assets, family heirlooms, appoint guardians for their children, and include gifts to charities, friends and family.
So, if you have children, own property, have savings or investments, or run a business, making a Will is important to ensure that beneficiaries will receive what is wished for by you – as opposed to some anonymous Court official giving assets to the wrong people.
Learn more on our Wills page.
A Trust allows a party to set aside their assets and funds for loved ones, friends, charities etc, while being freely able to state how, where, when, and why they wish for them to be distributed in that way.
Trusts can be created either in a Will or during a lifetime. If created in a Will, a Trust will only become operative when the administration of the estate is complete. If it is in a lifetime document, it can take effect immediately.
Learn more on our Trusts page.
When someone dies and has left a Will, their property, money and possessions (known as their assets or estate) must be dispersed according to their instructions.
The process of proving that a will is valid and confirming who has authority to administer the estate of the person who has died is called probate.
Learn more on our Probate page.
A Lasting Power of Attorney (LPA) is a document that allows a person, called the Donor, to appoint a person or persons (Attorneys) to stand in their shoes when making decisions relating to their finances and health.
An LPA is one of the best ways a person can protect themselves and their wishes should they become unable to make financial or health decisions for themselves at any point in the future.
Learn more on our LPA page.
Depending on your wishes and needs, Wills, Trusts and Deeds can vary enormously from quite simple and straightforward documents, to very complex ones.
In either case, it is always advisable to speak face-to-face with a qualified professional who can discuss the details and options with you and help ensure that the document/s drawn up meet your requirements.
A meeting is also necessary in order to comply with the professional bodies’ requirements and standards, guided by the relevant Acts of Parliament governing estate planning, and the Law Society’s advice.
We make no charge for visits and there is no obligation on your part – whether you accept our advice or not is entirely up to you.
Wollaston Associates
62c Gillbent Road
Cheadle Hulme
SK8 6NB
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Office: 0161 526 6262
Mobile: 07757 546893
martin@wollastonassociates.expert
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