I have been making residents of Eastbourne Powers of Attorney and Wills since the last century, but the business got a little too big for me, and I missed the chats with clients and getting right to the roots of what they needed to put into place and sold it. So, I am now back to being a very personal small business, with small business fees for Wills and Lasting Powers of Attorney. And, on occasion, Trusts when they are truly appropriate.
It is all about the conversation, which is not always easy. But it is vital.
I actually live in Polegate now, after 38 years near Stone Cross, with my very original office in Hampden Park which seems like a million years ago. I was previously an Independent Financial Adviser, but that job slowly became one for bureaucrats and required focusing only on helping the wealthy become wealthier, which was sad. That made me realise that people would benefit far more from an Eastbourne Will Writer sad, in general they had never really had comprehensive, understandable advice on their Legal Planning (Last Will, Powers of Attorney, Trusts) and how it should be organised and still less that these vital documents simply must be kept under review.
This means that I am well equipped to help protect you and yours when things go wrong, but last-minute Legal Planning can only be a sticking plaster; a proper job requires planning and review. Please don’t leave it just that bit too long:
Call the Eastbourne Will Writer on 01323 766766 for a no-obligation chat with Steve Pett, the Professional Will Writer, or make an appointment for a free review. Route – pop in your postcode. Home visits local to Eastbourne and the local area are fine, as are out of hours meetings and chats. Or just ask for my FREE Guide to Legal Planning.
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“Good evening Steve, It was a pleasure meeting you, I said to my daughter just like chums chatting yesterday, felt relaxed with you, so thanks for that alone.” AB Hampden Park
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Would a free informal chat be helpful? Use the enquiry form or just call me – I do try to answer the phone until 8 pm and at weekends if I can. If I am not available, just leave a message and I will call you back.
As the retiring Sussex Regional Chairman of the Sussex Branch of the Society of Will Writers and Estate Planning Practitioners, this question is far more important to the general public than they realise:
Why on earth would professional Will Writers need monthly updates?
And why would you need regular checkups? This is why:
- Every week, judges make decisions that re-interpret or even change the law on estate planning.
- The government regularly tinkers with Estate Planning, trying to improve things with new documents, online access, reducing key staff, etc!
- The Taxman is always keen to try his or her luck at anything that might bring in more Inheritance Tax, so the rules are not as stable as you might expect.
- Above all, YOUR and your family’s circumstances are continually evolving.
- Marriages and separations, divorces, births, deaths, sex changes, windfalls and bankruptcies all mean that previously sound Estate Plans no longer do what you might expect, and that is before you take into account the previous four issues.
- So you think you know who your legal next of kin are? You could be in for a shock!
- People regularly make the lives of those left behind more complex than necessary and rack up lawyer’s fees needlessly.
- What happens if no will is found? Or a couple are not married? (Though there is a tiny bit of good news there.)
- Could a Charity benefit from your Will? There could be tax savings…
- Checklist and fees
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“Stephen provided a brilliant, courteous and professional service. Providing great context with his wealth of experience. Highly recommended” Mark Severs, Eastbourne.
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Asset Protection Eastbourne
Trusts are not the solution to all asset protection needs. In many cases, setting up a trust to protect against Care Fees is a self-defeating process.
There are sound reasons for setting up property trusts, but don’t be sold the idea that they are perfect for protecting against care fees.
Sometimes, just the adviser’s experience is enough, and a simple Will is adequate. Sometimes, relatively inexpensive Will Trusts are the best you can achieve—certainly if there is any element of poor health. At other times, when Care Fees are nowhere on the horizon and there are solid reasons to set up a property Trust, then they can be a useful tool.
Is this the page you want? Checklist and fees – find out how much you should pay for Eastbourne Powers of Attorney. Fair prices, no sales tactics, low overheads, and sound advice.
I recommend that all Legal Plans should be reviewed no less often than every 3 years – and more often if circumstances change.
That doesn’t mean changes will be necessary – only that they might be. Missing out on those updates is going to give the Taxaman an unnecessary £140,000 in Inheritance Tax. Wirdly, it will be Tax Planning Wills which create the problem, as many will not have been reviewed.
Many firms write Wills and other documents that lack flexibility – for example, some will mean that you have to update them if you have another child, or that child will be left out. Someone reading this will be in that situation – unknowingly and I do offer FREE REVIEWS. As the Eastbourne Will Writer, I will help if I can
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If you want to make a Will or Lasting Powers of Attorney near Eastbourne, get in touch: I don’t generally do free reviews by way of home visits.
Over the years I have lived in have been Langney (Priory Road), Langney Point (Vincent Close), Seven Sisters Road, Hankham Street near Stone Cross and now in Polegate.
These are the areas I most commonly cover: Friston, Willingdon, Stone Cross, Pevensey, Westham and Pevensey Bay Village. Langney: Langney Rise, Shinewater, Kingsmere, Langney Village, the Marina, Langney Point
Hampden Park: Hampden Park Village, Willingdon Trees, Winkney Farm, Ratton.
Inner areas: Rodmill, Ocklynge, Seaside, Bridgemere, Roselands, Downside.
Town centre: Town centre, Little Chelsea, Meads, Holywell, Old Town, Upperton.
Sovereign Harbour: North Harbour, South Harbour.
Professional Will Writer neare me in Eastbourne. Make an Eastbourne Power of Attorney.
Check out the 2 Minute Guide and Fees or Get in Touch Children Common Law Marriage
