Wills and Trusts

Wills

Provident Wealth recommends that you make a will and review its contents regularly.

We can take your will instructions and ensure that your will is drawn up to ensure the maximum protection for your beneficiaries.  We also offer a comprehensive update service making it easy to keep your will up to date with any changes to your circumstances or those of your executors or beneficiaries.  Therefore there is no reason anymore why you need delay arranging your will.

 

Powers of Attorney

A will may protect the interests of your beneficiaries in the event of your death, but who will look after your interests if you are unable to take decisions for yourself?

A Lasting Power of Attorney can protect your interests by vesting authority in those you trust to make decisions on your behalf.  Lasting Powers of Attorneys can be ‘Health and Welfare’ Attorneys, chosen to make decisions concerning your care if you are incapacitated, or ‘Property and Financial Affairs’ Attorneys, chosen to help you manage your financial affairs.

Provident Wealth can advise on and arrange for your Lasting Powers of Attorney to be drawn up in accordance with your wishes.

 

Trusts

Provident Wealth can advise on a broad range of trust planning that can protect your needs and the needs of your beneficiaries.  Intelligent trust planning can provide significant tax planning opportunities, as well as protect your beneficiaries from a range of future risks to their finances.

 

PLEASE NOTE THAT THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON WILLS

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