Over 70% of the population of the UK do not have a Will, or an appreciation of the versatility of a Will. Most people appreciate the sense it makes to clearly put into legal form their wishes when it comes to inheritance, but do not realise the risk to their homes if they should need long-term care later in life, and 1 in 4 of us will need long-term care. Without a valid Will in place, family assets are distributed in a way that is most unlikely to match the wishes of most people.
The problem is even greater if you run a company. Without clear direction of the directors' or proprietor's assets, protected by an appropriate and valid Will, the tax and ownership implications could be horrific for company, and often terminal!
In addition, I am responsible for Business Development in this area for Viva Costa International, the UK's leading provider for overseas mortgages and low-cost overseas properties. VCI also works in partnership with various SIPP providers, qualified pension experts and a panel of commercial property developers who are able to offer clients an alternative to traditional personal pensions. It is no secret that that the vast majority of personal and company pensions have drastically underperformed in the last decade. It is possible to transfer any personal or company pension into a SIPP and inject new life into these funds, particularly "frozen" funds.
We even provide advice and estate planning solutions for overseas property owners, the majority of whom are not aware of the risks of "double succession tax jeopardy".
Wollaston Legal Estate Planning has the expertise to provide solutions to these and many other legal estate problems, including Lasting Power of Attorney and foreign property ownership.
For further information, contact me on the numbers below.
Estate Planning Legal Specialist
Office 0161 486 0653
Mobile: 07812 463047
Professional Wills; Children's/Grandchildren's Trusts; Protecting assets against Long-Term Care fees; Mitigating an Inheritance Tax liability; Planning for the future & clarifying the legal situation; Living Wills; Lasting Power of Attorney; Probate Advice and Support; The Executor & Probate Club; Spanish Property Purchase; Spanish Inheritance Tax; Foreign Wills Service; Overseas Mortgages; Self Invested Pension Plans; Overseas Property
Wollaston Legal Estate Planning
Proprietor2006 - CurrentA small company providing first quality advice and service for all aspects of legal estate planning. An associate of APS Legal & Associates, the foremost estate planning organisation in the UK. An associate of Viva Costa International, the leading provider of overseas mortgages. The widest range of SIPP opportunities. Advice and solutions for private property owners overseas.
Royal London Group
Customer Relations Consultant2003 - 2006Providing advice and support for all company\'s Life & Pension products directly to customers, but predominantly working with Financial Advisors to resolve problems and complaints.
Customer Services Consultant1998 - 2003Dealing essentially with pensions, particularly executive and occupational schemes, but also all other types of pension. Working directly with customers and Financial Advisors to provide solutions for any type of administration situation.