Hampshire Wills & Trusts are here to help. We listen, offer advice and carry out the work to help you to meet your objectives. Home visits are now available, subject to everyone following the latest Government advice -https://www.gov.uk/coronavirus.
John and Maria work together to help people with these needs. John has a background in the Royal Navy both above and below the waves and over 25 years in Financial Services. This helps him to navigate through the legal minefield to meet your needs at a reasonable cost……….. Maria does everything else.
Our professional standards adhere to the membership requirements of STEP (Society of Trusts and Estate Practitioners) https://content.step.org/step-directory
We are also full members of the Society of Will Writers (SWW) https://www.willwriters.com/listing/john-fowler-hampshire-wills-and-trusts
What we do
Everyone should make a will. It’s helpful if people know about your wishes and intentions as it removes the guesswork. This may seem obvious, but over half of the adult population haven’t yet grasped this nettle.
It may be the case that you’ve made a will but your circumstances have changed. Is your current will legal, and is it still relevant?
Another concern for many is coping with family members when they can’t look after themselves. Here are some interesting facts provided by the Alzheimer Society:
There are currently around 850,000 people with dementia in the UK. This is projected to rise to 1.6 million by 2040. Approximately 42,000 people under 65 in the UK currently suffer with these disabilities.
If your family are in this unfortunate situation, who would you prefer to make decisions on your behalf ?
(A) Friends and family with a stamped Lasting Power of Attorney document which gives them the legal right to represent you and put your wishes first, or………………
(B) The State.
If your preference is (A) then we can visit you at home to discus options, offer advice and complete the paperwork. We act as certificate provider, liaise with the Office of the Public guardian on your behalf and deliver the stamped documents to your home. If you prefer not to worry about these things, please ensure that you have sufficiently deep pockets ………… and a lot of patience
If you would like to discuss your financial planning needs with a professional adviser Hampshire Wills & Trusts introduce clients to Chadney Bulgin Chartered Financial Planners (FCA register number 483323).
This can vary from the simple and straightforward to the complex and time consuming. For family appointed executors it’s sometimes easier and less stressful to appoint a professional. If you would like a quote please let us know.