Will Writing, Trusts, Estate Planning, Power of Attorney, Probate and Inheritance Tax are not regulated by the Financial Conduct Authority.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right by referral to Lifetime Solicitors.

Legal Protection

You may wonder how does legal protection differ from protection?

The latter ensures that you can receive funds when you, or a loved one, suffers an event be it death, accident, or illness. The former is the legal framework that you should be put in place, in parallel with the personal protection products, to ensure that these are delivered to the recipient of the policy in the most tax efficient and precise manner.

Legal protection can also be about putting in place the guardians for your children, while they are minors, and the guardians for you when age, or an accident, impairs your mental capacity and you require a third party to help run your health & welfare or your financial affairs.

Our membership of the Lifetime Connect Group offers us access to a range of resources of which we feel the most important to promote is Lifetime Solicitors as they can help our clients with the drafting of Estate Planning documents, such as Wills, LPAs, and Trusts.

They also offer a Conveyancing and Probate service for those clients seeking these additional services.

Jargon Buster

A pair of bespoke Wills that will loosely ‘mirror’ each other. When you make a Will, it ensures that your wishes regarding what happens to your possessions after you have gone are clearly and accurately laid out.

A discretionary trust allows you to exert control over how and when your beneficiaries inherit preserving and protecting your assets for your loved ones.

Writing a Will requires your urgent attention. When you make a Will, it ensures that your wishes regarding what happens to your possessions after you have gone are clearly and accurately laid out.

A guardianship appointment will be included within your Wills to ensure that your children are cared for after your deaths.

Lasting powers of attorney gives another individual the legal authority to look after your financial affairs and decisions about your health and welfare should you lose the capacity to do so.

Your lasting powers of attorney can be registered at any time in the future, but we recommend that once they are signed and witnessed that you apply to register them as soon as possible to avoid delays at the time that you lack capacity.

Pilot trusts are trusts set up during your lifetime and which receive assets on your death such as a death in service benefit. Using a pilot trust to ‘bypass’ your surviving spouse or partner works to lower the value of your joint estate without negatively impacting on the life of your surviving spouse or partner.

The Protective Property Trust is a straightforward way of protecting your main residence after you have died. It allows you to control how your home is owned so you can be certain that your home will be gifted to your loved ones and not to strangers you have never met, and potentially lost from your family line forever.

For more information about Wills,
please call us on 020 8441 2605 or 01442 232 272.

Alternatively, for our enquiry form,

Will Writing, Trusts, Estate Planning, Power of Attorney & Probate and Inheritance Tax are not regulated by the Financial Conduct Authority.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right by referral to Lifetime Solicitors.