01823 669 897
35A Fore Street, Wellington, Somerset, TA21 8AG
info@forwardfp.co.uk
35a Fore Street, Wellington, Somerset, TA21 8AG, United Kingdom Tel: 01823 669 897 | Fax: 0871 5944785
Forward Financial Planning is a trading name of FFP (SW) Limited a company registered in England under company number 5944323
Registered address 35A Fore Street, Wellington, Somerset TA21 8AG.
Authorised and Regulated by the Financial Services Authority No. 452318 and is registered under the Data Protection Act No. Z9523794.
Wills and Estate Planning
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'.
