Trusts & Wills
If you do not have a Will in place, you have no say over what happens to your assets when you pass away, and this can cause many difficulties for your loved ones and dependents.
It is particularly important to have a Will in place if you own your own property, are married, have entered into a Civil Partnership, have a long term partner, have dependents or wish someone to benefit from your assets who is not a close member of your family. By making a Will, you can stipulate how you would like your assets to be distributed in the event of your death – giving you and your family protection and peace of mind.
There is a general misconception that if you are Married or have entered into a Civil Partnership that your spouse of civil partner will automatically inherit everything you own upon your death. This is not the case. On the contrary, the law sets out who gets what in the Law of Intestacy. These laws may not represent your wishes, which is why it is important that you consider setting up a Will to ensure that your wishes are followed. Furthermore, the law makes no provision for a partner if you are not married or in a civil partnership – even if you have lived together your entire lives.
Contact us today to speak with an adviser.
Trusts and Wills are not regulated by the Financial Conduct Authority.
Call us on 01509 733072 and speak to one of our advisers today
PROTECTION
Straightforward Protection advice without the jargon
We provide a fully advised service regarding protection policies that you can arrange to protect you and your family, including Life Insurance, Critical Illness Cover, Income Protection and Home Insurance. Your protection needs may change over time due to changes in circumstances so if you would like us to review your current level of cover please contact us today.
LIFE INSURANCE
CRITICAL ILLNESS COVER
INCOME PROTECTION
HOME INSURANCE
ACCIDENT & SICKNESS
TRUSTS & WILLS
Ready to talk?
Jargon free Mortgage and Insurance advice? Give us a call today to find out how we can help find your next mortgage. We love to hear from clients old and new.
01509 733072 hello@henryjames.mortgage
Hear what our clients are saying about us
Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage.
Some forms of Buy to Let mortgages are not regulated by the Financial Conduct Authority.
A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.
Henry James Mortgage & Financial Solutions Ltd, is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority. The Right Mortgage Limited. Registered address: St Johns Court, 70 St Johns Close, Knowle, Solihull, B93 0NH. Registered in England and Wales. Company no. 08130498
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.