Financial Planning Services for Wales & South West England

Welcome to our Financial Planning Service page, which offers information about the financial planning services available from Wills, Trusts & LPA’s Wales.

What is Financial Planning?

Financial Planning involves looking after your wealth and your estate.

What is an Estate?

Most People have an estate.  Your estate is comprised of everything you own,  your car, home and other properties, savings, investments, life insurance, furniture, personal possessions.

No matter how large or how modest the estate might be, generally everyone has an estate and no matter how big or small your estate is, we all have something in common.

“You can’t take your estate with you when you die.”

Their Financial Planning Services can help you to prepare for your Death

Preparing for death - financial planning services

When Death happens you probably want to control how the things in your Estate are given to the people or organisations that you care about most.

Writing a Will & Financial Planning Services

To ensure that your wishes are carried out, you need to provide instructions stating who the people are that you want to receive the various different parts of your estate and what it is that you want them to receive.  

You can also choose when you would like them to receive it.

Being Tax Efficient…

You would, of course, want this to happen with the least amount to be paid in taxes, fees and  costs.

Being prepared for your death, making a plan and naming who you want to receive your things after your death and who will inherit your Estate, is part of their Financial Planning Services.

However, their Financial Planning Service offers much more than that.

The Wills, Trusts & LPA’s Wales Financial Planning Services also includes:

  • The naming of a guardian and an inheritance manager for minor children.
  • Instructions for your care if you become disabled before you die.
  • Provision for family members with special needs without disrupting government benefits.
  • Provision for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce.
  • Family & Asset Protection
  • Help with Inheritance Tax
  • Great Funeral Planning

Financial Planning Services offered for all ages…

Financial Planning service is not just for “retired” or “elderly” people.  It is true that people do tend to think more about their death and their Estates, the older that they get, however it is not easy to predict how long we will live, and accidents and illness can happen to people at any ages.  Therefore you are never too young to benefit from good financial planning services.

If something was to happen to you tomorrow, how prepared are you and what will happen to your Finances?

Financial Planning Services for all levels of wealth

Financial Planning is not just for “wealthy people,”.

People with more wealth, do often think about how to preserve it, however good Financial Planning can often mean more to families with modest assets and wealth as they can afford to lose less of their wealth.

If you had to go in to a care home tomorrow, could you pay?

Free consultation to discuss Financial Planning Services…

Should you wish to speak to a specialist financial planning consultant in Wales or the South West of England, to discuss your Financial Planning requirements or any of the financial & legal products or services that are offered please get in touch with Wills Trusts & LPA’s Wales, or please complete the online contact form:

All of the financial & legal products and services that are available:

WillsFamily Asset Trusts | Prepaid Probate | Funeral Plans | Lasting Powers of Attorney (Welsh LPA’s) | Business Lasting Powers of Attorney (Business LPA’s) | Severance of Tenancy | Protective Property Trusts | Inheritance Tax Help.

Areas covered by our Financial Planning Services partners:

They cover all of Wales including North West Wales, North East Wales, Mid Wales, South West Wales, South Wales / Cardiff & South East Wales as well as the South West of England including Gloucestershire, Herefordshire, Wiltshire, Avon / Bristol, Somerset, Dorset, Devon & Cornwall.

Financial Planning Services & Estate Planning Services

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