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At Suitable Financial Advice we are able to introduce and recommend you to a local specialist who can help you with the following issues:

• Wills – Everybody should have a will. It is the only way that you can decide who gets what when you’ve gone.

  • Without a will the surviving spouse, who has children, may not inherit all the estate.   
  • Without a will unmarried couples may not inherit from each other.
  • Without a will the court will not know who should look after orphaned children and their inheritance.

• Property Ownership – If you own your property in JOINT NAMES or SOLELY then it might not be as safe as you think.

• Inheritance Tax Saving Wills – If you plan in advance you can reduce an Inheritance Tax liability through a Will.

• Disabled Discretionary Trusts – You can appoint who you wish to make financial decisions regarding your disabled beneficiary’s inheritance, without affecting their benefits.

• Lasting Power of Attorney – Through this document you can give people that you trust permission to manage your affairs and make decisions about your welfare should you no longer be able to do so.

Our external Wills connection is happy to offer a consultation available in the comfort of your own home at a time that is convenient to you. Please complete the contact form or give us a call for further details.


16 Jan 2018 08:45:16 GMT
Product safety flaws 'exposed by Whirlpool danger dryers' More than a million fire-risk dryers are still being used in UK homes, a committee of MPs says.

16 Jan 2018 11:51:13 GMT
House prices: Midlands sees biggest rises The region saw the biggest price growth in the year to November, with London recording the slowest.