The Government has a provision in place for everyone’s estate to pass according to the rules of intestacy. Unless you change this, your estate will pass in accordance with these rules and this may not reflect your wishes.
Planning for the future is a responsible and caring step, and at Swan Financial Planning, we understand the importance of leaving a lasting legacy.
We offer comprehensive will writing and estate planning services to ensure that your wishes are fulfilled and your loved ones are protected.
Will writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business.
Will writing, lasting power of attorney and trusts are not regulated by the Financial Conduct Authority.
Creating a comprehensive and legally sound Will is vital for ensuring your final wishes are respected and your loved ones are taken care of. Our team of experienced professionals will assist you in drafting a Will that accurately reflects your intentions.
We understand the importance of attention to detail and work diligently to capture your specific requirements, whether it involves distributing assets, appointing guardians for minors, or supporting charitable causes close to your heart. With our guidance, you can have peace of mind knowing that your legacy will be protected.
Planning for unforeseen circumstances is crucial. With an LPA, you can appoint trusted individuals to make decisions on your behalf if you become unable to do so. Our sensitive and compassionate advisers will guide you through the process, explaining the different types of LPAs available, such as Property and Financial Affairs or Health and Welfare LPAs.
We will ensure that your LPA reflects your wishes, providing you and your loved ones with the necessary support and legal protection during challenging times.
Trusts offer a flexible and effective way to protect and manage your assets, both during your lifetime and for future generations.
Our knowledgeable team will help you understand the benefits and intricacies of various types of Trusts, such as Discretionary Trusts, Life Interest Trusts, or Charitable Trusts.
We'll work closely with you to create a tailored Trust strategy that aligns with your objectives, whether it involves minimising inheritance tax, providing for vulnerable beneficiaries, or preserving family wealth.
Swan Financial Planning will meet with you and take your instructions. This is then drafted by Hexagon Life Planning Services Ltd. This is not part of the services we offer through The Openwork Partnership.
