What’s the worst that could happen? For most people, it would be to lose someone they love. But what if, whilst dealing with their loss, they also had to deal with the prospect of losing the family home and their financial security? [Read more…]
Research shows that almost two thirds of UK adults don’t have a Will. That’s not to say they don’t know the importance of having one; it’s often just that they haven’t got around to it yet. Sadly, putting it off until tomorrow could mean your loved ones lose out on what you hoped to leave them in the future.
Ensuring your loved ones receive what is rightfully theirs in the future is the most common reason for making a Will. Imagine if, despite setting out your wishes in a Will, your heirs could still lose their inheritance. This can, and does, happen. We explain how and what you can do to make a truly formidable estate plan.
In such uncertain times, we feel privileged that our clients have turned to us as trusted advisors across all the services we offer at RfM. We have been urged by a number of grateful clients to spread the word about our Will review service and encourage others to consider what we usually don’t think about.
Making a Will brings peace of mind that your loved ones will receive the inheritance you wish to give them in the future. However, a Will alone does not always protect against the ‘what ifs’: those unexpected yet common life events that could lead to your loved ones losing their inheritance. Here we look at the benefits of using a Trust alongside a Will to make a formidable estate plan.