Wills

Will Writing

If you do not have a Will in place, you have no say over what happens to your assets when you pass away, and this can cause many difficulties for your loved ones and dependents.

It is particularly important to have a Will in place if you own your own property, are married, have entered into a Civil Partnership, have a long term partner, have dependents or wish someone to benefit from your assets who is not a close member of your family. By making a Will, you can stipulate how you would like your assets to be distributed in the event of your death – giving you and your family protection and peace of mind.

There is a general misconception that if you are Married or have entered into a Civil Partnership that your spouse of civil partner will automatically inherit everything you own upon your death. This is not the case. On the contrary, the law sets out who gets what in the Law of Intestacy. These laws may not represent your wishes, which is why it is important that you consider setting up a Will to ensure that your wishes are followed. Furthermore, the law makes no provision for a partner if you are not married or in a civil partnership – even if you have lived together your entire lives.

It is increasingly more available to write your own Will, or buy a Will Online, but we strongly encourage that you speak to a professional who will be able to guide you through all the options available to you.

You have spent all your life working to own your assets, surely it is worth ensuring that your assets go to who you want them to go to in the event of your death? A professional will ensure that your Will is set up correctly, that you wishes are followed and will even help you with any tax planning issues that arise.

Brooks Financial Consultancy Ltd does not advise on or write wills but refers enquiries to Brook Worthy Law.

The Financial Conduct Authority does not regulate Will Writing

Call us on 0151 550 4510

Email martin@brooksfinancial.co.uk

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Brooks Financial Consultancy Ltd is Authorised and Regulated by the Financial Conduct Authority.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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If you wish to register a complaint, please write to martin@brooksfinancial.co.uk or telephone 0151 4505510. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567