Wills

Effective financial planning becomes increasingly important as you get older, especially in regard to protecting those you love and safeguarding all the assets you’ve worked hard to acquire. It should be noted, however, that creating and registering an effective will that does all you want it to should not be left to the last minute. If you have assets and you care about what happens to them when you’re gone, it makes sense to arrange to have the necessary legal documents in place as soon as you possibly can. Thankfully, DJC Wealth Management can help you from the very start of the process through to completion and beyond.

DJC Wealth Management work hand in hand with trusted specialists and partners to create bespoke wills for clients from right across the globe. Every client is an individual, of course, and will have his or her own very specific requirements. There are a number of issues which may need to be taken into consideration, including both medical and financial powers of attorney, living wills, healthcare provisions, taxation, trusts, estate planning and more. If you have a number of high end assets and significant wealth, the processes can inevitably become ever more complex, so you need to make sure accredited, experienced and skilled professionals are with you every step of the way. Other considerations can include skipping a generation, exempting certain individuals from bequests and the disposal of multiple properties in various parts of the world. If you’ve worked throughout your life to provide for your loved ones and to protect valuable assets, you will want to know that a team of qualified professionals is in situ to deal with matters in the right way at the right time. It’s important to remember that talking about and arranging wills isn’t morbid or in any way superstitious; it’s a sound and sensible practice for all.

Our wills service is far more than the drawing up of a document that dictates who gets what, of course. We can help you set up trusts and foundations, we can carry out tax planning and estate planning for you and your loved ones both in the UK and abroad, we can advise on various taxation issues and, perhaps as important as anything else, we can bring you the peace of mind you need to enjoy life both now and into a very happy retirement. If you need help in arranging a brand new will or would like an existing one updated and adapted to suit your current needs, we’d like to hear from you. An issue as important as this should not be left unattended in the vague hope that everything will sort itself out, so make sure you get in touch with the DJC Wealth Management team as soon as possible. We’ve helped so many people just like you in the past, and we have the knowledge, the resources and the contacts to help you as well.

To find out more, get in touch today via the online form on our Contact page or by calling the team on 07449 632 927. We’re looking forward to hearing from you in the very near future.

*The Financial Conduct Authority do not regulate will writing, trusts and estate planning.

*Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.