| Most people see making a will as something to leave until later in life, or they put it off assuming that it's an expensive process to go through. These days, there's no reason for writing a will to be time consuming or costly. Wills and trusts can save you money too – the more you plan now, the less inheritance tax will be payable on your death.
We have expertise in all aspects of this process, from the preparation of wills to advice on whatever provisions you wish to make in the management of your estates, finances
and assets. You might also want to discuss trusts with us, to ensure financial responsibilities can be properly fulfilled, or to protect the inheritance of family members during your lifetime and beyond.
We'll work with you to make the best of your assets, planning carefully and intelligently so as to benefit your family as much as possible after your death.
As this is an unregulated product we are not authorised to provide advice on this site about will writing. However, if you contact us, we can still assist you with your enquiry.
Wheatley Financial Services is authorised and regulated by the Financial Conduct Authority
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