MW Estate Planning helps protect your hard-earned assets via Wills and suitable Trusts that ensure your loved ones are provided for.
ABOUT US
Matthew has worked as an Estate Planner for over 9 years.
Initially he was the Senior Estate Planner and Will Writer for a large national financial services company. In early 2015 Matthew decided to break from this IFA firm and setup his own company, MW Estate Planning Ltd.
Matthew is a qualified STEP Advanced Will Writer. He is also a Society of Will Writers qualified Estate Planner having attended numerous the College of Will Writer courses on various subjects from business tax planning, Trusts, Deputyship orders in additional to many different Will writing courses.
Matthew adheres to the Society of Will Writers strict Code of Practice, which governs ethical client interactions and includes mandatory PI cover and a certain number of hours training per month. So we are up to date with the latest developments and tax laws.
What We Offer
WILLS
Making a Will is the only way to ensure that your wishes are carried out after your death.
If you have not made a valid Will, your property will pass according to the Law of Intestacy. This may not be what you would have wished. In any event, it is likely to take longer to finalize than if you had made a Will.
Some reasons for making a Will:
1. Your Peace of Mind
2. Make your wishes known
3. Guardians for your children
4. Providing for your children
5. So you don’t end up paying 40% Inheritance Tax
6. Without one your spouse may not get it all
7. Reduce the headache for your family
A Will brings security, reassurance, and above all peace of mind – not just for you,
but for all those who depend on you, either now or in the future.
From £135 for single will
From £250 Standard couples will
Power of Attorney
A Power of Attorney nominates someone to act on your behalf should you lose mental capacity, as defined by the Mental Health Act 2005. Mental incapacity could be dementia or other mental health issues brought on by illness or even an accident. Importantly they are put in place BEFORE you lose capacity. Only if you are unable to make decisions for yourself does the Attorney(s) your chose act on your behalf. Typically the Attorney is either a spouse or child.
From £225 per LPA Excludes the Office Of Public Guardian fee. (£82 per LPA)
For more information, contact Matthew Wildeman 01202 022 841
Or Matthew@mwestateplanning.co.uk
Or alternatively contact Tamarin on 01202 836 061
