Why don’t people make a Will?
- I will do it later
- Will it cost a lot?
- I didn’t know I needed one?
- I don’t know how to get advice?
- Don’t think I have enough in assets to worry about it
Regency Wills Services
WILLS
Dying without leaving a valid Will stating who should inherit your estate when you die will mean that you will die ‘Intestate’ and the intestacy rules will be used to decide
LASTING POWER OF ATTORNEY
If you lose mental capacity your family will need to apply to the court of protection to apply for the role of deputy to deal with your financial affairs.
ESTATE PLANNING
In 2016 citizens advice reported a rise from 1522 queries in 2011 to 3747 queries in 2015 about people who died without making a will. This can cause financial stress
Financial Adviser
Haidee Landa DipPFS MP ER, IMC
30 Years experience as a Financial Adviser and Mortgage Adviser giving holistic
Serena Landa BSc(hon) MSC DipFA
Experienced Financial Adviser and Estate Planner as a younger member
Andrew Foskett
Office administrator and Marketing guru. Andrew has many years experience in helping customers
Personal Testimonials
Other Legal Services
Partnership Agreement
Partnership agreements and shareholder agreements
Business Trust
Your business passes to your family
Children's Trust
Your young children are protected
Deed of Variation
Change a Will after death
Gift Trust
Making tax efficient gifts during your lifetime
Funeral Plans
Making a plan that's right for you
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Blood Line Planning
IF YOU ARE A COUPLE AND HAVE ONLY A BASIC WILL OR A MIRROR WILLL OR NO WILL YOU MAY HAVE THE FOLLOWING RISKS TO CONSIDER;:
Care;
Where a couple own their house jointly, following the first death there is the risk that; in the event the surviving spouse/partner needs care the whole estate including the family home would be assessed to pay for Care costs
Lasting Powers of Attorney
WHAT IS POA?
Powers of Attorney (POA) have been used for centuries and can be a powerful legal document which enables an individual
(Donor) to appoint a person of their own choice (an Attorney), to look after their affairs now or at some point in the future should they be unable to, or lack mental capacity, to manage their affairs themselves
Rules of Intestacy
RULES OF INTESTACY.
The Rules of Intestacy set out who is entitled to inherit from your estate if you do not leave a valid Will. If you do not leave a Will your money and possessions will be distributed according to the Iegislation laid down in the Administration of Estates Act 1925. If you have no relatives, the Crown is entitled to take everything.