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Wholelife Estate Planning

This service works to find your planning needs including the making of your Will. It looks at whether all your needs are covered and to avoid forseeable failure of your Will.  It looks at your whole life as it stands now and those needs that change over time.  This allows for a clear Will reducing the possibility of problems how best to protect those you care about. 

 

A safe effective Will is great insurance for limiting conflict and loss of assets after you have gone. The cost of a standard Will is currently £99 and you pay for the clauses you choose to put in your Will, thereby retaining control. 

Protect property, family, life care and tax planning

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​A wholelife view is taken

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There may be special circumstances in your family which require a longer term view of how you will protect or provide for a family member or a person you care for.   We cover the many and varied circumstances to be planned for.

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Your Will and planning is likely to be concerned with ensuring the practical and financial protection of those you care for.  However, you may also wish protect yourself in your lifetime regarding your health and finances.  You may simply wish to ensure your assets only go to the person you wish not forgetting you should conisder substitute beneficiaries.

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Planning will also consider Inheritance tax advantages.  Often Capital Gains Tax comes into play as well as Inheritance Tax when there are decisions around financial planning.

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For complete planning you may consider :

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Advance Care Plan

Lasting Power of Attorney for health or finances

Care Plan documents for lifetime care and/or serious or terminal illness

Living Will

Lifetime trusts

Letter of Wishes

Specific clauses in your will

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We provide the expertise you require.  This will include a thorough and modern Will and any other documents you may need to prepare for your future too. 

 

Planning expertise that provides unbiased professional service.

 

Note : You cannot actually amend an existing Will as it is a binding legal document.  You therefore need to redo & resign your Will for any minor amendments such as a change of address).  You must be very careful not to make any changes, or handwritten amendments, to your Will and expect that to stand.  This can and does lead the courts to invalidate your whole Will.  Always seek professional help to have it done properly.  Reregistering your new Will with the NWR may incur an additional charge with NWR.

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Are you starting out on your planning or investment journey to prepare for your future? 

Do you have high value property and assets to manage? 

Are you more established in life and wish to consider new planning?

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Tipi Wills planning services will combine with experts in financial planning, investing, insurance, trust law and tax planning.  We provide a complete life and estate planning service through our network of experts that work together on your behalf. 

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Expert Tax Accountant

Financial Advisor

Investment Planning

Insurances

Trust Lawyer

Probate Lawyer

Dispute Resolution

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This team will give an expert service to provide a complete solution to your property, asset and healthcare planning needs.

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Don't wait until its too late.  Contact me today to start your planning journey.

Thinking about your will and future often means you think through various possibilities and options, sometimes for the first time.  It may help you make decisions about investing in the future.  This may be about funding care, young children, education or special needs within the family, illness and even the right to die on your terms.  In amongst this, your decisions may require further financial advice including on IHT and CGT tax planning.  With our network of experts we can organise to put this all in place.

Your Will and planning will be kept under review.   Life feels quite uncertain at times  with changes from govt and the law combined withour own life changes, so why not be as certain and in control as you can.

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It is recommended to review your Will every three to five years.  However, it can be amended at any time, and should be as life changes occur, so simply contact us to organise whether an amendment, codicil or new will should be made.

It's not "just a Will".  Planning and using a Will with all that it can now do, gives you a great deal of law and control within your power.  Combine with other planning documents and services for a continuous life plan.

 

It is a fluid planning document that becomes a  reflection of changing needs throughout your life.  It can provide a number of services for a number of situations. 

 

It is rare that a one off document, created in a snapshot of your life, will cover the rest of your life, as it is rare for a life not to change.

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Keep your planning up to date and under review.

CALL FOR A FREE DISCUSSION  You may email beforehand with details too if you wish info@tipiwills.co.uk).

© 2023 by Tipi Wills & Mediation   

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You will receive a Will Storage Card after you have completed your Will and any other documents created with us.  This is business card size so that it can be stored in your purse or wallet.  It is unfortunately common for there to be a Will but no Will can be found.  Please ask if you would like more than one card.

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