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Free Will Review
** SPECIAL LIMITED TIME OFFER **
A Unique Opportunity for FREE Expert Advice
A Free, No Obligation, Will Review by a professional Will Writer
who is an FCA authorised and regulated Financial Advisor.
Why have a will?
Having a will in the UK ensures that your assets are distributed according to your wishes, providing clarity, and peace of mind, potentially avoiding potential financial issues (eg Inheritance tax) and lengthy legal processes for your loved ones.
Note: A Will usually involves complex financial considerations,
therefore using the services of a qualified FCA Authorised financial advisor is always advised.
Why do people regularly review their existing will?
People regularly review their wills for a number of reasons, whether to ensure that it reflects changes in their circumstances, such as marriage, divorce, the birth of children or grandchildren, the acquisition of significant assets, or often due to changes in tax laws, to ensure that it remains legally valid, is financially effective (eg inheritance tax, potential care home fees etc) whilst also accurately reflecting their current wishes.
The main reasons why people have and/or review their wills
Concerned about Inheritance tax
Concerned about potential care home fees eroding the value of their estate
Want to minimise taxes and maximise the value of their estate
Value stability and security for their loved ones
Appreciate the importance of planning for the future
Are proactive and take responsibility for their financial decisions
Have experienced a significant life event (e.g., inheritance, divorce, serious illness) that prompted them to consider estate planning
Are family-oriented and want to ensure their assets are distributed according to their wishes
Reviews of our service…
How we help…
Inheritance Tax Planning
Concerned about Inheritance tax?
We can help make sure YOUR wealth is passed on in a Tax efficient way. Potentially saving your loved ones up to 40%
Estate Planning
Estate planning relates to your total assets which includes property, possessions and accounts.
Make sure it’s YOU who decides what happens with these assets.
Will Writing
Have you got a valid up to date will?
Your Will lets YOU decide what happens to your money, property, and possessions after your death. Let us help you avoid any potential issues with a review of your will.
Care Home Fees
Concerned about potential care home costs?
The reality is that without the right planning, the value of your estate could be lost to care home fees in the future. We can help protect your estate from care home fees using your will.
Who we are…
Fundermental Wills offers a professional will writing with a difference.
Our expert Will writers are also professional qualified
financial advisors authorised and regulated by the FCA.
This means that all aspects of your Will, which typically involve many financial aspects will be written by a qualified FCA regulated financial advisor, who can provide up to date advice and guidance on the latest tax laws, including Inheritance tax, as well as advice on potential care home fees, thereby offering you peace of mind.
Inheritance Tax Planning
Estate Planning
Long Term Care
Will Writing
Our Principle Will Writer & FCA Regulated Financial Advisor
Matthew Richardson (BA) Hons. MLIBF DipFA CeMAP CeRER
Matthew is a level 4, fully qualified financial adviser with over 15 years experience
and has extensive knowledge of the products and services offered.
As well as being FCA regulated, Matthew is also a member of
The Chartered Insurance Institute (CII)
The London Institute of Banking & Finance (LIBF)
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