Making a Will

If you’re thinking of making a will... don't leave it to chance ... contact us today to have your Will prepared by an advisor who is also qualified to advise on your overall financial plan and you could benefit from:

peace of mind,
significant tax savings,
families protected
financial security.

There are at least six excellent reasons why you should make a Will:

1. You choose who will inherit your property, your money
and your possessions

2. You can appoint Guardians for young children

3. You can even save tax after you die!

4. You can establish Trusts to protect young or less able beneficiaries

5. You can plan for the care of family pets or leave money to charity

6. You can provide for your own funeral

Remember! A Will is one of the most important documents you’ll ever own.
Will writing is not regulated by the FSA

Lasting powers of attorney

If you do not wish your affairs to be dealt with by the office of the public guardian then you can appoint attorneys to act for you if required. This is usually much cheaper and allows your attorney to act in your interest not being too restricted
by regulation.

There are two types

Lasting power of attorney for health and welfare

This lasting power of attorney allows you to choose people to act on your behalf (as an attorney) and make decisions about your health and personal welfare when you are unable to make decisions for yourself. This can include decisions about your healthcare and medical treatment, decisions about where you live and day-to-day decisions about your personal welfare, such as your diet, dress or daily routine.

Lasting power of attorney for property and financial affairs

This lasting power of attorney allows you to choose people to act on your behalf (as an attorney) and make decisions about your property and financial affairs when you are unable to make decisions for yourself.

This can include running your bank accounts and savings accounts, decisions about making or selling investments and selling property, and spending your money.

Lasting Powers of Attorney have to be registered at the Office of the Public Guardian.

Looking after your family

Do you have children under 18?
Imagine your children being left without their parents before they are old enough to care for themselves.
It may not be a comfortable thought, but it’s something that you urgently need to consider. Don’t leave it to chance…

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Pensions

With all the publicity in recent years, it’s easy to think that finding enough to live on when you retire will be a struggle.
While it’s true that a badly planned retirement can lead to difficulties, the quality of your future life can be greatly improved by your actions now, and you can take complete control of the outcome.
A properly structured financial plan, with the right pension or investment in place, can set you on the road to a fruitful and happy retirement.

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Financial Planning

There are many different factors that we will take into account for your financial plan. For example

How long is your timescale?
What is your risk profile?
What is your tax position now?

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Recommend a friend

Recommend Mark Gregory Ltd to your friends to request your Mark Gregory cheque book worth up to £500

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Action

If you need help or advice give us a call or complete the enquiry form

		01296 381 382 or 08000 434436
		info@markgregory.uk.com