Estate Planning Advice In Cheltenham

Estate Planning Advice In Cheltenham

Are you looking for Estate Planning advice in Cheltenham?

Our dedicated team of Chartered Financial Planners, based in Cheltenham, are here to help you, with all your Estate Planning needs.

Over the years we have helped many families in Cheltenham and the Gloucestershire area, achieve their goal of successfully passing their wealth through the generations as tax-efficiently as possible.

At Howard Wright, our Estate Planning process will review the following areas.

Wills

Often many people think that their spouse or next of kin will automatically inherit the whole of their Estate, in reality, this is not always the case.

By having a valid Will in place, you can decide what will happen to your assets in the event of your death. At Howard Wright, as part of our Estate Planning process, we will review any existing Wills you may have, to establish if these are still relevant.

If your Will is no longer in keeping with your current wishes or, you don’t have a Will in place at all. Our fully qualified Will Writers, will not only draft a will but also offer advice on how your wishes may impact other areas of your financial plan.

Powers of Attorney

Powers of Attorney are often overlooked but are a crucial part of the Estate Planning process.

A Powers of Attorney will allow you to select an individual or individuals to make your financial or medical decisions on your behalf should you not be able to do so, due to ill health, a life-changing accident, or you lose mental capacity.

Having Powers of Attorney in place gives you peace of mind that should the worst happen to you, your chosen Attorney or Attorneys can manage your affairs on your behalf.

At Howard Wright, as part of our Estate Planning process, we will be able to advise on and draft the relevant documents for establishing your Powers of Attorney.