Wills
We’re on hand to ensure your wishes and plans for your family, financial and otherwise, are met even in your absence.
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What we do
In working with you on a long-standing basis, it’s important to review your plans in relation to a will and how this may be of use to your next of kin and the pitfalls of death intestate. It can be daunting to consider but keeping your finances growing successfully and well protected is a key aspect of why we are here to assist you here at Open Financial Advice.
How we do it
Because we understand the key defining features of each will type, using part of the work that we complete with you over time we can identify which route forward is appropriate. Alternatively, you can contact us directly to discuss Will writing solely and in being detailed in our approach of understanding you, we will advise you on how this can best be implemented for your specific needs and requirements.
Why work with us
Our Will writing work falls under our hourly rate bracket which we keep lower than the average IFA hourly rate within the London area, especially when utilising two different services, continuing to advise you at value. With our professional assistance, you can rest assured that your household and assets are successfully able to be managed effectively in your absence.
You can find details on some of the most common Will types below and with assistance from Open Financial Advice, we’ll advise you on which works best for your specific needs.
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We’re here to advise you in a holistic way to help you meet your goals now and in the future.
Single Will
- Name the people who you want to leave your assets and possessions to when you die
- Decide how you want to split your assets and possessions amongst them
- Name who you would want to look after any children you have who are under 18
- Choose who you would want to protect any inheritance you leave to any children you have who are under 18
- Give details about specific items you want to pass on
- Decide who you want to carry out the terms of your will after your death
Mirror Will / Joint Will
- All points included within Single Will
- Designed with couples in mind to match each other’s wishes.
- Can include changes in respect of the individual requirements, e.g. funeral planning Trust Will
- Primary types of Trust Will include: Property, Life Interest and Discretionary
Trust Will
- Designed for more complicated family, asset or care requirements and are advised case by case.
- Can incorporate additional advice with regards to Trusts being set up relative to specific legacy wishes.
Will Writing is not regulated by the Financial Conduct Authority.