At Finance North Estate Planning Services we deal specifically with Will’s, Trusts, Estate Planning, and Asset Protection. It’s what we’re good at, and we put our clients at the heart of everything we do.

So, what exactly do we do?

Under the Finance North umbrella, there are three main areas we specialise in, and they fit together like a jigsaw…they’re all massively important in ensuring a client’s financial foundations are solid!

In simply asking the questions that most people shy away from – and who wouldn’t, nobody wants to talk about dying – we work with our clients to find out what’s important to them, and to find the solutions to the things that worry them most, like what will happen to everything I’ve worked hard for when I die? and who will help make important decisions for me if I’m too sick to make them for myself?

In addition to over 17 years legal experience, we are backed by Countrywide Tax and Trust Corporation Limited who are an established Legal Company, and whose Directors are members of S.T.E.P (The Society of Trust and Estate Practitioners). With their backing and support we are able to offer Probate, Professional Executor and Trustee services, as well as advice in all aspects of Estate Planning and Asset Protection.

We also arrange Funeral Plans for our clients via our association with Safe Hands Funeral Plans.

Wills


Why make a Will?

Well, surely everyone wants to decide for themselves who benefits from all they’ve worked for, and who will take care of their children should they be aged 18 or under when they die?

If you don’t make a Will, then you die ‘intestate’ which means it’s decided for you, and in the case of children, who wants Social Services to decide who looks after your kids, including placing them in care….or at worst, for adoption?

A Will is one of the single most important documents you will ever complete, and as such you need professional advice to ensure it’s completed correctly, and protects you and your estate from the threat of attack from divorce or separation, inheritance tax, care home costs, creditors or bankruptcy, or marriage after death.

Without a Will, you cannot be sure those you wish to benefit would do so. Your spouse/civil partner may not receive ALL of your estate. Common Law partners may receive nothing. There could be lengthy delays for your beneficiaries, and disputes. You cannot prevent certain family members from benefitting. You will not be able to leave something to friends, colleauges, or charities, which fall outside the Rules of Intestacy.

Making a Will is the only way to have your voice heard, after you’re no longer here!