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Wills And Trusts Advice,
For When It Matters Most.
Wills are an essential part of any financial plan, as they dictate how you wish for your assets to be divided
upon your passing. They are increasingly important if you have dependents who rely on you financially, or if
you wish to leave assets to those outside your immediate family.
A Will can also be a good way to limit the burden of Inheritance Tax that may be left after you're gone.
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Looking for more information on how to get started? Request a call back from one of our specialist team today.
Speak To A Specialist, Today.
We at Zenith Advice are currently not authorised to give advice in this area, However we strongly believe in the importance of this subject.
Therefore we will refer you to a specialist who is. Get in touch by clicking more information to understand our process behind this.
WHY IS WILL & ESTATE PLANNING IMPORTANT AND IS IT RIGHT FOR ME?
If a policy is on a single life basis, the policy will not pay out until probate (or confirmation in Scotland)
is granted on the estate. This can sometimes take time. If the policy had been written in Trust,
the funds do not go into your estate and the Trustee can obtain the proceeds immediately.