You’ve built a home … now make sure you protect your loved ones with a
FREE Life Planning Review for Home Movers*
Home movers also qualify for a 10% discount on all instructions for Wills or LPAs.
- Decides who inherits your assets
- Appoints guardians for children
- Discounted Will/LPAs if required
- Protect your wishes legally
Book Your FREE Life Planning Review
Your new home is more than bricks and mortar. It’s your family’s future.
You’ve worked hard to create a home and a future for the people you love. Setting aside an hour for your Free Life Planning Review, which also includes discounts on a Will or LPAs if required, will provide you with a tailored solution that will:
- Protect what is important to you and ensure that your loved ones are cared for when you are sadly no longer here
- Take your current personal circumstances into account and potentially help to reduce any inheritance tax burden your family may be left with
- Where necessary, allow Trusts to be set up which are used to protect and pass assets down to future generations
What is a FREE Life Planning Review?
A Free Life Planning review will enable us to look at your own personal circumstances and provide a set of recommendations that will ensure you, your family and any business interests you may have are fully protected, and that you are able to put in place the right plans that will give you and your family peace of mind and security for the years ahead.
While you should consider your arrangements on a regular basis, buying a new home means it is even more important for you to take a moment to review what you have in place and ensure you have the right security and protection in place should anything happen to you.
However, we understand that everyone is different, and this is why we offer all our conveyancing clients a Free Life Planning Review; where we sit down with you, understand what’s important and only then, once we know this, do we put forward recommendations on how best to support and protect you and your loved ones.
This may be as simple as writing your first Will, setting up LPAs or updating your current Will or be more complex and involve setting up a trust or providing advice on whether the forthcoming changes to Inheritance Tax will have an impact on you and your family.
