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  • Pension income planning
    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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Will Writing

Will Writing

Having a will is one of the most important things you can do, not only to safeguard your estate and ensure those you wish to benefit do, but also gives you peace of mind that your loved ones will not be burdened by the problems that arise with dying intestate.

Through Guardian Wealth Management Legal Services, our innovative approach to will writing means it’s a simple step to ensuring your wishes will be carried out and your estate distributed as you wish.

The current intestacy provisions are inadequate. If you die without a will, your spouse, partner or civil partner will not automatically be entitled to your estate and you would have no say in who looks after your children or who would look after the funds held on their behalf.

Making a will enables you to specify who inherits your estate and your cherished personal items and allows you to appoint an Executor to ensure your assets are distributed fairly to those you intend.

You can also appoint Guardians to look after your children. Undoubtedly it provides essential peace of mind that your family will be provided for in the event of your death.

Guardian Wealth Management Legal Services offer a cost effective yet high quality solution through the will writing service. We recognise that everyone is different and we tailor our service to meet your needs; it all depends on the complexity of your individual circumstances and the level of service you need.

Whilst our service is quick and efficient, we are able to offer the advice you need and can provide detailed and individual guidance on a range of issues including saving inheritance tax, setting up trusts for children and vulnerable beneficiaries and ring fencing assets for future generations.

See how Guardian Wealth Management Legal Services can help you with your will writing legal needs.

Call +44 (0) 114 274 4000 or complete the online enquiry form.

Irwin Mitchell LLP is a limited liability partnership registered in England & Wales, with number OC343897, and is regulated by both the Solicitors Regulation Authority and the Law Society of Scotland.

Guardian Wealth Management Ltd complies with the Solicitors’ Code of Conduct 2007. Any solicitor (or registered European lawyer) we refer you to is independent from us and will give you impartial and confidential advice. You are free to choose another solicitor (or registered European lawyer).

Guardian Wealth Management Ltd has a financial arrangement with Irwin Mitchell. In some, but not all, circumstances, where we will introduce clients to them they pay Guardian Wealth Management Ltd a fee for that introduction.

Where Irwin Mitchell are to provide some tailored legal services, such as advice on inheritance tax planning, they make a payment to us equivalent to 15% of any costs (exclusive of VAT) ultimately charged to you.

For other legal services we may receive a fixed payment from Irwin Mitchell dependent upon the legal service provided. Full details will be provided by Irwin Mitchell before you instruct them to deal with any work of your behalf.

Irwin Mitchell is completely independent of Guardian Wealth Management Ltd and will always act in your best interests. Our agreement with Irwin Mitchell does not affect the advice they give you, which will always be impartial and confidential.

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