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Description

Legacy Matters Ltd – market leading providers of :

  • Will (or Wills for couples – the foundation for every adult)
  • Trusts (used for asset protection, inheritance tax mitigation etc)
  • Lasting Powers of Attorney (LPAs for Business, Health, Finance and Property)
  • Document storage (physical and online storage to make managing your affairs simple)
  • Pre-paid funeral plans (saving you money and beating inflation on funeral costs)
  • Regular circumstance and Will reviews (essential for keeping up to date with plans)
  • Money saving Probate services (administering an estate after death)

Legacy Matters Ltd - What will your legacy be?

It has been suggested that over 90% of people in the UK haven’t set up adequate Legacy Planning.

Depending on which sources you read, there are currently between 55% and 70% of UK adults without a Will, and of those that do, most people don’t tend to review their Will or Legacy planning often enough.

Every adult should have a Will, but it is really important that those who own their own property, and those who have children, should get professional Legacy Planning advice to make sure that their families are properly protected.

Why get a Will?

Some of the key ones are listed below;

  • Making sure your money, property or other assets go to the right people or organisations.
  • Saving your family stress at an emotional time.
  • Avoiding family disputes
  • Providing a Legacy for future generations
  • Giving specific gifts to individuals or groups
  • Giving to charities or other good causes
  • Appointing a guardian for your children
  • Providing for your children or stepchildren
  • Leaving assets to your partner, if you’re unmarried
  • Choosing an executor
  • Expressing your end of life wishes

How do you go about making a Will?

There are several options for making a Will, and the best one for you will depend on your circumstances.

Some of the options are outlined below.

  • Complete a Will online or complete a DIY Will.
  • Instruct a solicitor to write a Will for you.
  • Ask a specialist Will writing or Legacy planning company to do it for you.

Each of these options has advantages and disadvantages depending on your circumstances.

Which route should you choose?

For those people who know have relatively simple financial and family circumstances, an online will such as that at www.Legacy-Matters.co.uk/online-wills may be suitable.

It is important to state that such services will provide you with a mechanism to record your Will for as little as £49, but you will not receive any advice with such a Will.

In order for such a will to be considered legal, you will need to print it off and get two independent (non-benefiting) adults to witness and sign the will at the same time as yourself.

A Solicitor drafted will is a common choice and is the traditional route to getting a Will, but this option can have some disadvantages. The service received by a solicitor will dramatically vary depending on which company you use. Many Solicitor’s don’t offer a Will writing service because it isn’t a cost-effective use of their time. It is often the case that a solicitor won’t be a specialist Will writer, and a will created by a solicitor will be created in line with the client's wishes. This can be a good thing if people know exactly what they want, but choosing a solicitor who isn’t a specialist may result in people getting advice that isn’t suitable for their needs.

A Specialist Will writer or Legacy Planner

By choosing a specialist Will writer or Legacy planner, such as www.Legacy-Matters.co.uk, people can often book a ‘FREE Will review’ meeting, where a professional consultant will ask questions about your personal circumstances, review your existing will (if you have one), and can suggest suitable products and services that may be of benefit to you.

Using a company such as Legacy Matters to write a Will can cost a little as £149, and as part of this service, you will receive the advice of a professional.

As part of this service, you should also be advised on other products and services that may be of benefit to you or your family.

What is the difference between a Will and Legacy Planning?

A Will is a legal document that comes into effect when a person dies and deals with the correct allocation of any gifts, property, cash or other assets to named beneficiaries. It is a fundamental part of Legacy Planning, but it is only a part of it.

Full Legacy Planning consists of:

  • Will (or Wills for couples - the foundation for every adult)
  • Trusts (used for asset protection, inheritance tax mitigation etc)
  • Lasting Powers of Attorney (LPAs for Business, Health, Finance and Property)
  • Document storage (physical and online storage to make managing your affairs simple)
  • Pre-paid funeral plans (saving you money and beating inflation on funeral costs)
  • Regular circumstance and Will reviews (essential for keeping up to date with circumstances)
  • Money saving Probate services (administering an estate after death)

Advice on Legacy Planning is always advised for individuals or families who own their own home, have children or specific or complicated personal circumstances.

Other groups of people who benefit from Legacy Planning include:

  • Those people with significant assets (property or other assets over £100k)
  • People who want to give gifts to others.
  • Those people who are cohabiting
  • People with Children
  • People who have oversees assets
  • Adults with vulnerable beneficiaries
  • Those who want to protect assets before death.
  • Those who want to make a significant difference to future generations.

Contact Legacy Matters

To request more information or book a FREE will review with Legacy Matters Ltd, visit https://legacy-matters.co.uk/review-online-will/ or for more advice on Wills, Trust, LPA’s and Legacy Planning, please visit www.Legacy-Matters.co.uk

01223 867373 / 07775 891389

Open
Open hours today: 9:00 am - 1:00 pm
  • Monday

    9:00 am - 7:00 pm

  • Tuesday

    9:00 am - 7:00 pm

  • Wednesday

    9:00 am - 7:00 pm

  • Thursday

    9:00 am - 7:00 pm

  • Friday

    9:00 am - 7:00 pm

  • Saturday

    9:00 am - 1:00 pm

  • Sunday

    Closed

  • July 2, 2022 11:46 am local time

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