Wills and Trust Wealth Management

When considering Wills and Trust wealth management, have you thought about using the skill and experience of Winn Solicitors?

The team at Winns is ready to help you, or your employees, with a range of Wills, Probate and Trust queries, and provide a compassionate, diligent, and meticulous approach to your unique circumstances.

Meet the Team who can help with Wills and Trust wealth management

Our dedicated team of advisors is led by Rebecca Harbron-Gray, a solicitor with decades of experience in the sector. With qualifications from Solicitors for the Elderly, STEP and STEP Cross Border Estates, Rebecca is eager to expand her skillset and to be as knowledgeable as possible in her specialism. With extensive experience and a desire to implement new technology to the benefit of the client process, Rebecca, ably assisted by Georgia, Nicola, and Josef, is ready to help you.

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The team can help with Wills and Trust wealth management, but can also offer a variety of services linked to this topic, including:

•  The creation and updating of a Will
• The creation and management of Trusts
• Inheritance tax planning
• Succession planning 
• Planning for care home fees

In a complex environment of tax obligations and inheritance tax, it is important to plan a future path that ensures you fulfill your obligations but maintain as much of your estate value as is permissible.

Why do I need to plan for this?

Planning for the future has many benefits. It mitigates the potential for unexpected and unwanted surprises, ones that can cause disagreements and upset among loved ones who may have thought they’d receive more than is dictated to them by the legal process.

It is so reassuring to know that someone is so willing to help, and so speedily, when requested. Excellent, professional proactive service; greatly appreciated.

Mike

At the time of losing a loved one, the focus should be on seeking comfort in those closest to you and not fretting about the financial implications of a death. But by utilising a Wills and Trust wealth management service now, you can ensure the future is secure and you have that peace of mind for yourself and your beneficiaries. 

There is also the consideration for getting the most out of your money and ensuring the maximum amount of your estate is available.

There is a multitude of tax elements that can come into play depending on the complexity and value of your estate. The greater its value, the larger the potential tax implications and obligations. However, with shrewd trust wealth management and future planning, your legal obligations can be mitigated and navigated in the most efficient way.

I had been putting off writing my Will for some time as I thought it would be time consuming and difficult. After losing my husband unexpectedly at just 50, I knew I needed to make my Will now. Rebecca made the process effortless, I wish I had done it ages ago. It’s very reasonably priced too! Thank you.

Maxine

Why should I care about this?

Do you want to leave your estate to legal process and give rise to the possibility that those you wish to receive something may not get it? There are certain factors that are assumed by people as truth that may not apply, may not be true, or may be misunderstood.

By considering Trusts as part of your financial outlook, you can stretch income across generations to come and for the benefit of your loved ones.

Don’t leave anything to chance. Rely on the skill, experience, and diligence of the Wills, Probate and Trust team at Winn Solicitors - they will gather the necessary information and offer the appropriate impartial advice that will ensure you set up your future estate distribution exactly how you want to.

She [Rebecca] made a complicated process very easy for everyone involved. Kind, thoughtful and professional.

Tim

Ready to start the process and provide yourself with peace of mind? Call the team now or request a call-back on our website for a time that suits you. We’ll call you and hold a no-obligation chat about your circumstances and see if we can help with your future estate planning.

Rebecca from Wills and Probate was the ultimate professional: polite, considerate, and efficient when dealing with sensitive family issues.

Josie

FAQ

What does wealth management do?

Wealth management allows those who utilise it to get the most out of their estate in terms of wealth, engaging with necessary tax obligations and maximising what is available to beneficiaries after the legal process is conducted and necessary deductions are made.

By planning for the future now, you provide peace of mind and assurance to those around you, and yourself with the knowledge you’re providing for loved ones.

What types of wealth management are there?

There is a multitude of wealth management services that a person can employ in relation to their estate and the future shape of it. From estate planning to financial planning, investment management, and retirement planning, there are many ways to influence your future in a financial sense.

Can’t thank Rebecca [enough] for the quick and easy probate from start to finish. Extremely professional and so helpful and friendly. Nothing was a bother. Made a difficult time an easy transition. Highly recommend to anyone to use.

Nicola

Why should I use wealth management services?

Wealth management does more than mitigate unnecessary deductions from your estate when you pass away. Naturally, anyone would prefer to keep the maximum possible value within their estate, considering the mandatory tax obligations that come with estate distribution.

However, and perhaps just as important, it provides confidence in the future that your influence today can provide for those around you after you’ve gone. Having that reassurance and peace of mind is something that many people seek and would choose if they had the choice.

You have. Make that choice today and contact the dedicated team at Winns, who can help with your Wills, Probate, and Trusts needs.

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 *Please note that we do not offer independent financial advice and if any financial advice is needed you would need a separate independent financial advisor for this.