Isle of Wight, Hampshire & Southern Counties
Tipi Wills & Planning
Plan to Care, Care to Plan
An Englishman's home is his castle
Edward Coke 1604
SERVICES THAT SUIT MODERN LIVES 100% VIRTUAL OFFICE
Keeping on living our lives to the full
NO COMPROMISE ON QUALITY AT COMPETITIVE PRICES
NEW FLEXIBLE INTEREST FREE STAGED PAYMENTS
LEGAL SERVICES WITH NEW PRACTICAL FOCUS TO MODERNISE & STRENGTHEN CARE & SUCCESSION PLANNING BRINGING GREATER BENEFITS TO ALL
Providing accessibility to all through breaking down barriers of cost, conflict & time
UNIQUE FIXED PRICE BUNDLES FOR WILLS, ATTORNEYS, BUSINESS & CARE CREATING BIG SAVINGS
WILLS, LPAS, Inheritance, People & Property Protection, Care Planning & Tax
Wholelife Planning accessible to all from a team of experts offering complete quality single source solutions
Unique Combination Care & Succession Planning increases tax savings & benefits
Book a FREE 20 minute consult by 'phone or video link 01983 722200
Wholelife Estate Planning
This service works to find your planning needs including the making of your Will. It looks at whether all your needs are covered and to avoid forseeable failure of your Will. It looks at your whole life as it stands now and those needs that change over time. This allows for a clear Will reducing the possibility of problems how best to protect those you care about.
A safe effective Will is great insurance for limiting conflict and loss of assets after you have gone. The cost of a standard Will is currently £99 and you pay for the clauses you choose to put in your Will, thereby retaining control.
Protect property, family, life care and tax planning
A wholelife view is taken
There may be special circumstances in your family which require a longer term view of how you will protect or provide for a family member or a person you care for. We cover the many and varied circumstances to be planned for.
Your Will and planning is likely to be concerned with ensuring the practical and financial protection of those you care for. However, you may also wish protect yourself in your lifetime regarding your health and finances. You may simply wish to ensure your assets only go to the person you wish not forgetting you should conisder substitute beneficiaries.
Planning will also consider Inheritance tax advantages. Often Capital Gains Tax comes into play as well as Inheritance Tax when there are decisions around financial planning.
For complete planning you may consider :
Advance Care Plan
Lasting Power of Attorney for health or finances
Care Plan documents for lifetime care and/or serious or terminal illness
Living Will
Lifetime trusts
Letter of Wishes
Specific clauses in your will
We provide the expertise you require. This will include a thorough and modern Will and any other documents you may need to prepare for your future too.
Planning expertise that provides unbiased professional service.
Note : You cannot actually amend an existing Will as it is a binding legal document. You therefore need to redo & resign your Will for any minor amendments such as a change of address). You must be very careful not to make any changes, or handwritten amendments, to your Will and expect that to stand. This can and does lead the courts to invalidate your whole Will. Always seek professional help to have it done properly. Reregistering your new Will with the NWR may incur an additional charge with NWR.
Are you starting out on your planning or investment journey to prepare for your future?
Do you have high value property and assets to manage?
Are you more established in life and wish to consider new planning?
Tipi Wills planning services will combine with experts in financial planning, investing, insurance, trust law and tax planning. We provide a complete life and estate planning service through our network of experts that work together on your behalf.
Expert Tax Accountant
Financial Advisor
Investment Planning
Insurances
Trust Lawyer
Probate Lawyer
Dispute Resolution
This team will give an expert service to provide a complete solution to your property, asset and healthcare planning needs.
Don't wait until its too late. Contact me today to start your planning journey.
Thinking about your will and future often means you think through various possibilities and options, sometimes for the first time. It may help you make decisions about investing in the future. This may be about funding care, young children, education or special needs within the family, illness and even the right to die on your terms. In amongst this, your decisions may require further financial advice including on IHT and CGT tax planning. With our network of experts we can organise to put this all in place.
Your Will and planning will be kept under review. Life feels quite uncertain at times with changes from govt and the law combined withour own life changes, so why not be as certain and in control as you can.
It is recommended to review your Will every three to five years. However, it can be amended at any time, and should be as life changes occur, so simply contact us to organise whether an amendment, codicil or new will should be made.
It's not "just a Will". Planning and using a Will with all that it can now do, gives you a great deal of law and control within your power. Combine with other planning documents and services for a continuous life plan.
It is a fluid planning document that becomes a reflection of changing needs throughout your life. It can provide a number of services for a number of situations.
It is rare that a one off document, created in a snapshot of your life, will cover the rest of your life, as it is rare for a life not to change.
Keep your planning up to date and under review.
CALL FOR A FREE DISCUSSION You may email beforehand with details too if you wish info@tipiwills.co.uk).