Understandably, many people have reservations regarding this delicate matter. However, the process need not turn out to be as upsetting and difficult as you might think.
In fact, once you’ve made your Will it should provide you with peace of mind that your wishes will be carried out correctly, taking into account your personal and financial circumstances.
Will Writing is an important part of the financial planning process and can help in numerous ways, from estate and inheritance tax planning to appointing suitable guardians for young children instead of letting the courts decide. You can also decide on making any specific legacies to family, friends or your favourite charities.
To find out how we can help at Concise Wealth, phone us today to make an appointment for a financial review.