It’s common sense when making or updating a Will to review your lifetime financial affairs. A comprehensive estate planning exercise should include lifetime planning, Will-based planning and even possibly some post-death planning. By obtaining coordinated, holistic advice about all of your personal circumstances at the same time, you can achieve peace of mind.
The financial services market is evolving very quickly, and if you haven’t had a review in the last couple of years, you may also be able to save on mortgages and other financial products.
Chosen Inheritance doesn’t provide lifetime financial advice, but in 25 years of advising clients, we’ve teamed up with some of the best advisors in the business. We strongly recommend involving a lifetime financial advisor when you write your Will. With your permission, we’ll work closely with your existing advisor to create, preserve and protect your financial goals, or if you prefer, we’ll select the most appropriate financial expert from our panel of trusted and experienced advisors. We pride ourselves on being able to provide you with a comprehensive service.
If you’d like to be referred to a financial advisor, or if you’d like us to work with your existing advisor, please click here.
Other Legal Services
Chosen Inheritance is a law firm working in the field of estate planning. We have limited expertise in other areas of the law and do not take on case work except in our specialist field. However, in most cases we will be happy to refer you to a specialist in the field you require. Please click here to email a request.
