Keeping up to Date makes the world of difference
However, as your Will only expresses your wishes at a particular point in time, it is advisable to regularly review your Will as your circumstances change so that it accurately reflects your current wishes.
Situations where you may want to update your Will include:
Has your marital status changed? Have you divorced? Remarried? Is your spouse still living?
Is one of your executors or personal representatives you named still the person you want to handle your estate?
All these factors may play a part in that Will you made so many years ago:
- An executor named in the Will having become ill, is unable to handle the responsibility or has died
- A beneficiary named in the Will having died: when writing your Will, it is wise to name substitute beneficiaries
- Retirement is an ideal time to be proactive in your estate planning and possibly look at setting up tax effective arrangements through your Will
Review your Will every 3 – 5 years or after any life changing event
A good rule of thumb is that any major life change, whether marital status, birth and death of a child, or a major change in your financial picture is a time to update your Will.
Free Will Review
Our Will Review consultations are completely free and with no obligation. Contact us now to arrange an appointment with one of our expert advisors, who will be happy to review your will in the comfort of your own home.
To find out more about how we can help, please call, email or fill-in one of the forms below. We are based in Wokingham, Berkshire and have a growing client base throughout the South East and indeed across the country. For local appointments we can arrange to meet in person at your home and if you are further afield we can arrange a phone call or video conference call at a time to suit you.
Contact our friendly team and we will arrange your no obligation home visit. We can visit at a time that suits you, day or evening, seven days a week.
At your appointment, we’ll listen to your wishes and discuss your options. We explain everything in plain English, so you don’t have to worry about complex legal jargon.
Your Will is drafted by our legal department and sent to you for approval. We will then arrange a second visit ( if needed ) to help you sign your Will.
info@afps.co.uk
01189 776064
01344 888813
01344 888813
22 Chaucer Grove,
Reading,
Berkshire, RG2 9UT
In association with
Countrywide Tax & Trust
Corporation Ltd.
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