One thing we recommend to all of our customers is that they take out a will, not because we are wanting an extra fee, but because it is vitally important to think about the future to ensure that all of your wishes are met when you pass away.
Without a will in place your assets could either be given to the government or the wrong person, therefore it is vital that you approach a qualified financial adviser with will writing experience to ensure that everything is in place so that your family and loved ones aren’t out of pocket.
According to recent research conducted by the charity, Will Aid, a staggering 53% of adults do not have a will in place, with over 50s specialist, Saga, also concluding that nearly eight million people in the UK, including here in Yorkshire, over 50 haven’t yet made a will.
So why have so many people not taken out a will?
Well from our experience, our financial adviser team speak to a lot of people here in Morley and further afield in Leeds and Wakefield and the conclusion is that not many people like to think too much about the future – death is a very negative subject!
However, it is essential, and that is why we are urging all residents in the Yorkshire region to take out a will as soon as possible to ensure your wishes are set in place.
So what can we offer?
At Heritage Wealth Solutions our experienced financial advisers work with a number of legally trained strategic partners that allow us to provide a tailored package to each of our clients suiting their specific needs.
All wills must comply with the Wills Act to ensure that it is valid after your death. Therefore, because a will is a legally binding document it is crucial that no mistakes are made, as they are often picked up after a person has died. It is for that reason that it is essential that will writing is clear, concise and recognised under law.
For more information on Heritage’s will writing service please contact our Morley-based office on 0113 350 2080 where our financial advisers will be able to discuss your options as well as our other services including pension advice, investment opportunities and personal financial plans.