DP Financial Services

​177 Wellfield Street, Warrington, Cheshire.  WA5 1NX

Tel. 01925 801182  

Mobile 07836 250480

 

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Call today for a free no obligation quote 

Tel. 01925 801182  
Mobile:  07836 250480

Estate Planning is where you plan your estate, not just now, but after your death. Good estate planning is not just leaving assets to loved ones, but to manage your assets in the most efficint tax methods, option available.  These can start with a will, placing assets in trusts.  Assets include: savings, investments, property, insurance.  Whilst there can be subject to 'Inheritance Tax', this can be mitigated to reduce, or eliminate it.  

 

Without planning your estate, having no will, (however small), the state can decide who has what, hence the people you wish your estate to go to not having this benefit.  The choice is really quite simple.  Dying 'Intestate' (having no will) is more costly and time consuming with no guarantee your estate not being distributed as you would wish it to be, and to choose executors. 

 

For peace of mind, plan your estate before it is too late to do so.  Please do not assume property passes automatically between spouses in the absence of a will.  Unmarried couples do not have the same right in law as married couples in the absence of a will, and can receive nothing. 

Estate Planning