Estate planning

It's never too early to sort your estate planning.  We can give advice on how to get your assets in order.

Ensure your wishes are carried out.

You might not think it, but the reality is you have an estate. Nearly everyone does. Your estate is everything you have from your house, savings accounts, any investments you have, life insurance, personal assets and more. Irrespective of how modest your estate is – you still need to decide what you want to do with it when you die. With estate planning, you can make sure that your wishes are carried out – and that your loved ones receive what you would like them to.


Don’t leave it too long

It’s all too easy to put estate planning to one side. Let’s face it – it can be a bit of a morbid subject, nobody wants to have to think about their mortality or even consider that there may be a time where you can’t make your own decisions. Because of this, far too many people leave it too late – and are completely unprepared should an unfortunate event occur. If you have ever wondered when the best time to plan your estate is, the time is now.

By doing this, you will have the peace of mind that there is a firm plan in place and your family will be taken care of.

Get things organised

Planning your estate will also allow you to get your records in order. The reality is that your family may not know where to find insurance policies, financial titles or records. When you start estate planning – you will soon have a place for everything which makes life much easier.

It will also allow you to check for out of date documents, or documents that have errors. The simplest of mistakes can cause all kinds of complications in the event of a death or a disability. Make sure you get everything together and ask for advice now, rather than further down the line. Your estate plan doesn’t have to be a complex one. You can start off with getting the basics sorted such as a will, life insurance etc – and then allow it to develop once you have started to make decisions.

If you are in need of some estate planning advice, then please don’t hesitate to get in touch with us. We will be on hand to simplify the whole process for you, taking away any unnecessary stresses or strains.

A fresh approach to wealth management

Wise Financial Planning help people at all stages of life with their financial goals through professional financial advice.

Expert advice

Whatever you need help with, Wise Financial Planning will always offer up-to-date and expert advice.

No jargon

We will give you clear and easy-to-follow advice so that your financial goals can be achieved simply.

Superior service

We go the extra mile to ensure you are always satisfied with our service, and we will go out of our way to help.