Wills & Trusts - Evolution Financial Planning

Wills & Trusts

Writing your will is something you know you should do. You keep meaning to do it.

But something more urgent comes along & it gets firmly pushed to the back of your mind again.

Without a Will, you have NO control over what happens to your estate. You don’t choose what happens to your home, or who looks after your children.

We can help you write your Will today. Just leave your details now & we’ll be in touch!

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There’s so many reasons women come to us for help with their Will.

  • Maybe you’ve lost someone close to you & now have their inheritance to consider in your own Will.
  • Maybe something’s happened to someone you know, and you don’t want the same to happen in your family.
  • Maybe your business has taken off or you’re making real money in your career, and you want to safeguard it for your children.

Or maybe you’ve just hit that point where it’s time to get your finances in order & plan for the future.

Whatever’s true for you, our team of all-female advisors are here to help you make the right choices for you & your family.

9 reasons why making YOUR Will matters

We don’t need to tell you it’s important! But here’s exactly WHY:

  1. Your children’s future will be secure.

As mothers ourselves, we know this is THE most important thing. If both parents were to die, decisions about who looks after your children would have to be made by the courts. This may involve family members who you would never choose to raise your children.

  1. You get to choose the person you trust, to carry out your final requests.

By choosing executors, your affairs will be handled by those people who you KNOW have your, and your loved ones, best interests at heart.

  1. Protect your family home & finances.

Without a Will to make the position clear, there may be insufficient money left to comfortably provide for your partner or spouse. Your family home might need to be sold to distribute your estate, leaving your loved ones homeless.

  1. Protect your savings and possessions for generations ahead.

Without a Will, the law in Britain dictates who receives your assets. This may not be what you want and what you’ve worked so hard for. And it may result in the people you care most about not receiving the benefits you wish them to have.

  1. Your family won’t fall out over your estate.

We’ve seen clients go through this – families being split apart by court action, in the deepest times of grief. By making decisions now, everyone knows where they stand and there are no disagreements on how your assets are divided.

  1. Protect your partner.

So many women don’t realise this – but if you were co-habiting without being married, your partner will have no automatic right to any of your property. Worse still, they could be evicted. Making your Will ensures you have control over exactly what happens to your estate.

  1. Minimise Inheritance Tax, so your family get more money.

Carefully planning your Will now could help to reduce the tax liability your loved ones must pay on your estate, leaving more for your family. It can also avoid them facing unnecessary costs or delays, amounting to £000’s. 

  1. Make your wishes for your funeral known.

None of us likes to dwell on this. But your Will makes it clear what arrangements you want for your funeral – whether it should be a burial or cremation, and even what music you’d like to be played.

  1. Protect the future of your business.

If you’re a business owner without a Will, you could find that your business partners are left without protection. Which could result in a forced sale of the business you’ve worked so hard to build.

We’d love to help you write your Will - just leave your details here now & we’ll be in touch.


About Will Trusts

Setting up Trusts within your Will can be extremely valuable in Estate Planning. Here’s why.

Some of the more common Trusts in modern Wills are used for protecting your property after your death. For example, you may wish to leave your property to your children - but by using a Trust, you can provide for your spouse or partner for the rest of their life.

Where your situation is complex, the solution is often the use of a Trust. It can be created as a stand- alone document - that is set up now and comes into force immediately - or can be written into your Will and comes into force upon your death.

When it comes to protecting your assets and controlling the distribution of your Estate, Trusts are essential. Our specialist advisers can provide you with a variety of solutions, for your personal situation.

Despite changes in legislation, there are still valuable reasons for establishing Trusts in your Will and there are still Inheritance Tax benefits.

For example, should a surviving partner become infirm and need to go into long term care, funds in a Trust would not feature in Local Authority means testing (subject to certain criteria).

Avoiding inheritance taxes legally can be a minefield. But the one guaranteed route, wholly endorsed by the Inland Revenue, is by way of a Discretionary Will Trust either set up in your lifetime or within your Will, to be effected on the first death of a couple.

Unlike the other services we offer, Will writing is not regulated by the FCA. We promise you’ll receive the same level of customer service and ethics, with all our Legal Consultants fully trained, supported and governed by New Leaf Will Writers Federation.

We strictly adhere to their code of conduct, stringent vetting and continuous training, with full liability insurance. We promise never to speak in ‘legal jargon’ (without patronising you either!) and that your situation will be treated with the utmost care and professionalism.

You’ve worked so hard. Why risk your entire estate with a Will drawn up by anyone other than a trained professional?


Take the Next Step Now

Simply leave your name & number now, and one of our team will call to run through all your questions.

Next, our accredited Evolution Financial Planning Will Writer will meet with you. She’ll clearly explain all your options & record exactly what you want in your Will.

We’ll talk through every area of your finances and estate, so you can make the right decisions for your family.

You’ll then receive an invoice – and once your document is drawn up and agreed, we’ll send it to you for signing and then keep the Will safe for you, to your instruction.

Evolution Financial Planning Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetLime Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Evolution Financial Planning Ltd is Registered in England and Wales under reference: 08117933. Registered office address: Unit F23 Innovation Centre Medway, Maidstone Road, Chatham, Kent, ME5 9FD.

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