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Cleeve Financial Planning Referral

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What to Consider When Choosing an Executor

Understanding the Role of Executors: Who Should You Choose?

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What Happens if You Die Without a Will

What Happens if You Die Without a Will? Understanding Intestacy Rules

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Safeguarding Your Assets for Future Generations

The Role of Trusts in Estate Planning: Safeguarding Your Assets for Future Generations

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Business LPAs Protecting Your Company’s Future

The Importance of Business LPAs: Protecting Your Company’s Future

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How to Choose the Right Executor for Your Will

How to Choose the Right Executor for Your Will

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Keep Your Will Safe Why Proper Will Storage Matters

Keep Your Will Safe: Why Proper Will Storage Matters

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Inheritance Tax for Unmarried Couples

Protecting Your Partner’s Future: Inheritance Tax for Unmarried Couples

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Protecting Your Children’s Inheritance in the Event of Divorce - My Family Legacy

Protecting Your Children’s Inheritance in the Event of Divorce

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Writing a Will for Parents and Step-Parents

Essential Guide to Writing a Will for Parents and Step-Parents

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North Bristol Estate Planning Services

Estate Planning Services in North Bristol

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South Gloucestershire Estate Planning Services

Estate Planning Services in South Gloucestershire

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North Somerset Estate Planning Services

Estate Planning Services in North Somerset

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South Bristol Estate Planning Services

Estate Planning Services in South Bristol

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South Somerset Estate Planning Services

Estate Planning Services in South Somerset

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Central Bristol Estate Planning Services

Estate Planning Services in Central Bristol

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South Wales Estate Planning Services

Estate Planning Services in South Wales

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Somerset Estate Planning Services

Estate Planning Services in Somerset

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Keynsham Estate Planning Services

Estate Planning Services in Keynsham

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Gloucestershire Estate Planning Services

Estate Planning Services in Gloucestershire

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Wiltshire Estate Planning

Estate Planning Services in Wiltshire

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Bath Estate Planning Services

Estate Planning Services in Bath

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Dorset Estate Planning Services

Estate Planning Services in Dorset

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Services

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Estate Planning Services Across the South West and South Wales

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Estate Planning Services in Somerset and North Somerset

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Estate Planning Services in South Bristol, Keynsham, Saltford, and Bath

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Estate Planning Services in South Gloucestershire (South Glos)

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North Bristol Estate Planning Services

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How inheritance tax impacts unmarried couples

For couples who are married or in a civil partnership, one partner can leave their entire estate to their partner without the estate being subject to inheritance tax. However, the rules are different for unmarried couples, as our blog explains…

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Probate and estate administration: what happens after the death of a loved one?

There are many aspects of our health, wellbeing and – eventually – our death: Wills, Lasting Powers of Attorney, Trusts, and funeral plans, to name a few. But do you know what happens after someone passes away?

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‍How much does a Lasting Power of Attorney really cost?

A lasting power of attorney is one of the most important documents the person can have during their lifetime. Without this document in place there can be great emotional and financial stress for family and loved ones.

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Why don’t people make a Will?

It is an interesting fact that over 2/3 of the UK population do not currently have a will

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Will Writer goes skydiving for charity

Skydive from 15,000 feet all in aid of raising money for a deserving charity – Brain Tumour Support

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5 simple steps to writing your Will

Are you one of the 60% of adults who doesn’t have a valid Will in place? Writing a Will doesn’t have to be scary, complicated or upsetting – a professional Will writer makes it easy.

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A guide to Will-writing for parents and step-parents

Nobody likes to think of their own death, particularly for those with young children. And yet making a Will is one of the most important things a parent can do. Here’s what you need to know.

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How to choose the executor of your Will

Did you know that you can have more than one executor of your Will? Here’s a short, easy-to-understand guide on how to choose an executor.

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What is Funeral Cover?

A funeral plan gives your family peace of mind and reduces financial pressure at a difficult time. So if you’ve thought about a funeral plan, here is some information that may help you make a decision.

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How to protect your business if you lose capacity

You might assume that if you lost capacity, your family could simply run your business. That’s not the case. So how would the business pay suppliers and staff or enter into contracts if you weren’t there?

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Making a Will: a checklist

Taking the confusion out of writing a Will. Our simple Will writing checklist tells you what you need to include for your Will to be legal and valid.

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What are lasting powers of attorney?

Lasting powers of attorney are two of the most important documents any of us will ever have. If you’ve never heard of them, and even if you have, this blog explains why they matter.

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What is stopping you from writing a will?

Do you have a will in place and is it right for you? A good will writer will guide and support you, because writing a will doesn’t have to be scary – no matter what your circumstances.

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What happens if my Children Divorce?

People often wonder what will happen to the assets they leave their children if they divorce after they have gone.

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What to expect from the two stages of probate

Probate is a legal process which oversees the administration of a person’s affairs after death.

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Will Storage

Does your executor know where to find your will? If your will cannot be found, the law treats it as if it never existed. Here’s why keeping your will safe is so important.

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What happens if your Executor or Beneficiary dies before you?

If there was nobody to administer your estate, what would happen? And where would your money go if one of your Beneficiaries died before you? This blog answers some of the trickier questions around Will-writing.

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Reasons to write your Will

Writing a Will is essential if you want to take care of the people you love after your death. That’s only one benefit though; there are many more reasons to write a Will, as our blog explores…

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Lifes achievements: Big or small it’s good to leave something behind

Many people think that a Will is something they can put off until later in life when they have retired.

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Loyalty points: what happens when you die?

With so much going on, it can be easy to forget about another kind of asset, one that’s unseen – loyalty points.

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