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If you die without a valid will in place, your estate will be distributed according to the rules of intestacy rather than your wishes. The following diagram explains how the rules work depending on your circumstances.

Rules of Intestacy
To discuss your will and trust requirements with an advisor, call us on 01903 222940 or email us
 

 


 

 

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP PAYMENTS ON YOUR MORTGAGE.

We normally charge a fee for mortgage advice, however this will be dependent on your circumstances.  Our typical fee is £995.

To understand the features and risks please ask for a personalised illustration.

An Equity Release plan will reduce the value of your estate and will not be suitable for everyone and may affect your entitlement to state benefits.  We normally charge a fee for equity release advice, however this will be dependent on your circumstances.  Our typical fee is £1,495.

Some of the above products/services are not regulated by the Financial Conduct Authority.

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