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MW Estate Planning helps protect your hard-earned assets via Wills and suitable Trusts that ensure your loved ones are provided for.
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Welcome to our Virtual Exhibition Booth!
Our booth above functions much the same as a regular expo booth minus the hassle of you needing to go to the venue to see it.
Below are some tips to make navigating our booth a breeze:
- Rotate your screen for the best viewing experience on mobile devices.
- You will see the small blue circles located on the Virtual Booth. These have info about who we are and how we can help you.
- If you move your mouse pointer over any of the circles (or tap and hold if on a mobile device) and an info box will appear letting you know what you will be getting once you have clicked/tapped.
It is literally as simple as that!
MW Estate Planning
Matthew has worked as an Estate Planner for over 5 years. Initially he was the Senior Estate Planner and Will Writer for a large national financial services company. In early 2015 Matthew decided to break from this IFA firm and setup his own company, MW Estate Planning Ltd.
As well as over 8 years’ experience of seeing clients and writing Wills, Matthew has attended numerous the College of Will Writer courses on various subjects from business tax planning, Trusts, Deputyship orders in additional to many different Will writing courses.
MW Estate Planning adheres to the Society of Will Writers strict Code of Practice, which includes a certain number of hours per month in continual professional development. So he is up to date with the latest developments and tax laws.
Making a Will is the only way to ensure that your wishes are carried out after your death. If you have not made a valid Will, your property will pass according to the Law of Intestacy. This may not be what you would have wished. In any event, it is likely to take longer to finalize than if you had made a Will.
Some reasons for making a Will:
1. Your Peace of Mind
2. Make your wishes known
3. Guardians for your children
4. Providing for your children
5. So you don’t end up paying 40% Inheritance Tax
6. Without one your spouse may not get it all
7. Reduce the headache for your family
A Will brings security, reassurance, and above all peace of mind – not just for you, but for all those who depend on you, either now or in the future.
Trusts are used to look after assets for the benefit eventual of specific beneficiaries. The person creating the Trust is called the Settlor. A Trust appoints Trustees to manage any assets owned by the Trust in a way set out in the Trust documents, though generally Trustees may act at their discretion, as long as it is in the best interests of the beneficiaries.
There are several advantages to using Trusts:
1. Assets held by Discretionary Trust are protected against reckless beneficiaries e.g. divorce, bankruptcy, etc.
2. Assets owned by the Trust are no longer owned by the Settlor. This has been used in the past to mitigate Inheritance tax though new proposed laws may reduce their effectiveness
3. The Settlor (the person or persons creating the Trust) can lay down rules about how the Trust fund can be used and when. Most commonly only after the death of the Settlor.
Trusts are complex documents and there are many factors to consider. We STRONGLY advise seeking professional advice before using them.