Forward Financial Planning - Independent Financial Advisers

As a will forms such an essential part of the financial planning process, our advisers can all give you some guidance on the essential elements to be considered before referring you to our internal Will Writers.
They are suitably experienced in the drafting or re-drafting of your will and can advise you on simple trust wording to mitigate any potential Inheritance Tax.
Certain formalities are required in the making of a will to help ensure that the potential for fraud and forgery is limited, and that the testator makes a will without duress.

None of the requirements are onerous, but the volume of cases which have come before the courts over the years have made it clear that where money is concerned, even where the existence of 'rules' do not guarantee a thing, it is better to follow the 'red tape'.

(Click here to download our Will Leaflet)

"TAKING YOU AND YOUR FINANCES INTO THE FUTURE"