Many people take advantage of the services of an Independent Financial Advisor (IFA). This is a very good idea for most people because it is probably the single best way to develop a sensible strategy for financial security and to help maximise returns on investments.

Apart from the direct financial benefits there is the added sense of satisfaction and peace of mind that comes with having one’s affairs in good order. It is good practice for IFAs to ask about their client’s will and advise about the desirability of having an up to date will that reflects the client’s wishes. On the level of tax avoidance it surely makes sense to plan the distribution of your estate to avoid or minimise Inheritance Tax (IHT).

You may be pointed towards a Professional Will Writer or Solicitor to advise you how to achieve your wishes by writing a will or updating an existing Will. This is sound advice. If your IFA does not mention Wills to you might want to ask why not!

If you would like to arrange a consultation please call Bill Ryan on 01225 582582 or 07942 959599 or use the contact page and I will call you back within one working day.

The home visit Will service is available in Berkshire, Dorset, Gloucestershire, Hampshire, Oxfordshire, Somerset and Wiltshire.

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