The expression estate planning refers to the planning that a person puts in place to help protect, preserve and pass on wealth as well as the plans made to ensure that other people can manage decision making at a time when the person cannot make those decisions themselves.
It is wrong to assert that Will writing and estate planning are the same, rather, the Will should be seen as a necessary component part of a wider estate planning strategy.
An estate planning strategy would normally encompass not only Wills, which are nearly always needed, but also Will trusts and/or lifetime trusts as well as Powers of Attorney. It could also be argued that those people serious about passing wealth to loved ones should also consider matters such as Life insurance or Critical/Terminal Illness cover. However, this is where the line between estate planning and financial planning should be drawn. What this points to is the need for estate planners and financial planners to work closely together.
Estate planning is not something that only applies to the wealthy, all be it, an additional aspect applies to more affluent people, namely, Inheritance Tax planning. It is a fact that the various threats that may stand in the way of someone passing wealth down, such as care costs in later life, can have a greater impact on those with more modest estate values than indeed those with large estates. As such, estate planning is important to everyone concerned with passing wealth down and to those that want their affairs to be managed by trusted people during life. The first step is to sit down with an expert to understand options and next steps.
Fortis Law will provide advice in a balanced and professional manner, putting you in control of next steps and enabling you to plan sensibly and affordably for family and loved ones.
During appointments with Fortis Consultants, we will discuss your circumstances, listen and find out what you would like to achieve and then we'll suggest a plan to help put plans in place. Peace of mind is one of the biggest benefits of estate planning and knowing that you're removing any stress, potential headaches or burdens from loved ones later down the line is key.
It starts with an informal conversation. Got any questions? Speak to Fortis today.
The team at Fortis Law see thousands of clients every year and sadly, sometimes, but very rarely a client isn’t entirely satisfied. In the event that you’re not totally satisfied with the service you have received from our team, we would like to hear about it so that we can evaluate matters and improve the service we offer.
Who should you speak to?
If you would like to discuss your complaint with a member of our team, then please contact us on 01543 747010 and ask to speak with Craig Copley. Craig may be able to sort the problem out straight away. If he can’t, he will encourage you to submit a formal complaint.
What is a formal complaint?
We acknowledge that any expression of dissatisfaction deserves looking into and will require a prompt response. If, after speaking to Craig you would like to submit a formal complaint, please put your complaint in writing to Fortis Law, Spear House, Cobbett Road, Burntwood, WS7 3GL for the attention of our Client Care Manager. We would ask that you provide as much information as possible so that we can investigate matters. Please include a case reference, details about what your complaint is, and what you consider to be a satisfactory resolution.
We will send an acknowledgement of your complaint in writing within 14 days. Our Client Care Manager will review matters, and a formal response will be provided with our findings and our suggested resolution with 28 days from receipt of the complaint.
If you are still not satisfied with the outcome of the complaint, you may wish to escalate your complaint to the Directors of Fortis Law. In which instance, a Director will personally look into the nature of your complaint and try their best to resolve it.
If the solution provided by the Director is still not sufficient, you are free to raise your complaint to an independent adjudicator for arbitration.
Last updated: (April 1st 2019)
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Last updated: (1st April 2019)
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