The key part of Estate Planning is to pinpoint any areas of concern and protect them wherever possible. All advice is best practice to ensure your assets are for no-one other than your chosen beneficiaries. A Will and associated products can cost-effectively keep your money and assets where you want them and not in the hands of the Taxman or anyone else. The cost of setting up an individual plan is a fraction of the money potentially saved. For a small sum invested in your future, you can ensure everything goes where YOU want it to.
Rugby Wills aims to protect and preserve your assets from The Taxman, Care Homes, Council, Bankruptcy and other attacks on the Estate. It is worth noting that some have a "shadow" so they need to be in place for at least seven years to succeed. So time is of the essence. Start with a free "Fact-Find"
Your final wishes are not just contained in your Will. Various other documents which we provide for free, protect and support the Will and enhance it. We endeavour to make the Executors job as easy as possible by providing these supporting documents, and your input is required to create them as they are personal to you. There is never a "one size fits all" plan.
Lasting Powers of Attorney for both Health and Welfare plus Property and Finance are essential in ensuring your wishes are protected and preserved while you are still alive. The Health and Welfare LPA allows someone you trust to look after your wellbeing in all situations when you no longer have capacity. The Finance and Property LPA can be used immediately if you wish (ie out of the country a lot), but is usually enforced when you no longer wish to manage your finances.
In both cases, no one can take control of your health or finances unless you have the corresponding LPA.
We work with and around you to find the level of protection you require. We present options and give the best advice. Once you've decided what you're happy with we endeavour to put that cover in place in the shortest time allowed. We are always here for questions and queries, just ask. You need to be able to relax afterwards and feel comfortable you are suitably covered.
We come to protect you day or night at a time to suit you, wherever convenient in Rugby and surrounding areas.. There is no limit to our visits as we want to get it right and ensure you're 110% happy with your choices. We also offer a free online "FactFind" to save time and get a report based on this. The choice is yours, although we will need to meet (usually via Zoom) to continue.