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Andy Walker - Abacus Adviser
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Will & Trusts

Did you know without a valid Will in place it can take up to six months to  settle someone’s finances during a difficult time.

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Your spouse is only entitled to £250,000 (if there are children) or £450,000
(with no children but other family) plus personal chattels (car, furniture,
etc.) as a lump sum if you have not made a Will. For a property owning couple
this would cause complications
.

Around 2 million families in the UK are liable to Inheritance Tax on their  estates – a valid Will can help reduce these costs.

Over 100,000 homes are sold each year to pay for the cost of long term care –  a valid Will/Trust can help you ensure your loved ones retain ownership and control. Making your Will? You will have the knowledge that you have done the best for  the ones that you love and care for.

Abacus Associates have a team of experienced Advisers who  can take the instructions for your Will or advise on Probate in the privacy of  your own home, no matter how complex your affairs may be. We can assure the  people or organisations you want to benefit from your estate do so.

"It's never too early but often too late"

  • Reasons why you should make a Will 

Having a Will gives you peace of mind that your wishes  are known

     
  • Appoints guardians for children and passes on parental responsibility
  • Protects inheritance for children, step children and grandchildren
  • Make funeral requests known
  • You may want to leave something to friends, colleagues or charities. This will only happen if you have made a Will
  • Making a Will is essential if you are to ensure that as much as possible of  your wealth benefits those whom you choose,
  • and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.

What happens if I don't make a Will?

If you have not made a Will it is called "Intestacy". If a person dies  without leaving a valid Will he or she is said to die "Intestate".

This may occur because the deceased never made a Will at all, or because the  Will was revoked and another was not made, or because the Will is invalid.

The laws of intestacy is in place to say where your estate passes to, who  deals with it and what rules they have to follow.

How can we help

We  specialise in:

     ·         Single  Wills   
     ·         Mirrored  Wills
     ·         Trusts
     ·         Power of  Attorney
     ·         Living  Wills
     ·         Probate  
We offer a friendly service with good, down to earth advice that you will  understand.
To arrange your Will now please
contact us.
Wills and Trusts are not regulated by the Financial Conduct Authority
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AwPETR Pension Transfer Specialist
© Abacus Associates Financial Services 

  Areas Covered

   Telford  ~  Bridgnorth  ~  Shrewsbury ~
   Market Drayton  ~   Newport Shropshire ~
   Shifnal  ~  Gnosall  ~   Wombourne ~ Much Wenlock


Tel: 01952 305025  Landline
​
Tel: 07595 912368  Mobile
Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited
which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc

Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.

Registered in England Registered O­ffice: 1 Queen’s Square,
Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE, Company Number 04961992.


Will writing is not regulated by the Financial Conduct Authority
Your home may be repossessed if you do not keep up repayments on a mortgage
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