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equityandgeneralwills.ac-page.com/WillsYT WHY SHOULD I MAKE A WILL? If you are single You might want your estate divided amongst friends, relatives and charities of your choosing and in the proportions you want. If you are married Don’t assume “my other half will get everything”. Brothers, sisters or parents may have a claim. Often your children have a right to be part of your estate too. If you are retired Maybe you made a Will a long time ago. It probably needs updating to include additional grandchildren or deletion of persons you no longer feel you want to benefit from. If you are living with your partner but are not married If you are living with a partner but are not officially married, you may be treated as a single person and a surviving partner may get nothing at all. If you are a parent You should consider who you would like to look after your children in the event of your death by appointing a guardian in your Will. This is particularly important in the case of single-parent families or unmarried parents living together. If you have not appointed a guardian in your Will, then the court will decide on the future of your children. If you are entering into a second marriage and have children from a previous relationship In order to ensure your children’s inheritance is protected on your death, it is essential to make a Will and seek legal advice. Not doing so could result in your new spouse receiving all or the majority of your estate on your death and your children with nothing. At Equity & General, we are able to create a Trust in your Will(s) to protect your share of your estate, so that it will pass to your children. If you want to leave a legacy to charity Your Will is an opportunity to provide a legacy for the cause or causes you care most about. Around 15% of the income generated by charities in the UK comes from legacies left in Wills and at Equity & General, we are passionate about working with charities and individuals alike to ensure that legacies can be gifted by Will and charities can flourish. Even if you already have a Will...can you be sure its is legally valid? At Equity&General, we firmly believe that no one should die intestate (with a valid Will) irrespective of age and circumstances. So, whether you already have a Will or would like to get the process started, we are here to help. Take advantage of our £100 coupon towards our Will Writing Service. equityandgeneralwills.ac-page.com/WillsYT Claim Your £100 Will Writing Voucher. Visit: https://equityandgeneralwills.ac-page... We specialise in offering independent and unbiased wealth management solutions for your lifetime financial journey As an Equity & General client, you can be assured that you will always have a team of experienced professionals you can talk to whenever you need advice on any aspect of Financial Planning for life. What we do for you We will listen and take the time to understand your personal financial goals, whether it’s working out when you can retire, how to minimise inheritance tax or getting the most out of your savings and investments. Our goal is to provide a truly personalised service that will help you to build plans, stay on track and provide peace of mind. Our Commitment to you • Use our knowledge and experience to set out a vision of your financial future • Help you understand the significance of long term matters such as retirement and estate planning, rather than focusing only on short and medium term issues • Introduce options which you may not have thought about • Identify, clarify and prioritise your financial objectives which is easy to understand • Understand your attitude to financial risk and reward • Keep you informed of any changes that might positively or negatively affect your interests • A significant point of difference between us and traditional financial advisors is our use of technology. By automating as many manual processes as possible, we can keep our costs, and our fees, down. This allows us more time to spend with clients to get a real understanding of their circumstances and offer the best tailored advice to meet their needs. • Offer fixed and transparent costs.