How to restructure your Wills after the recent budget
Rachel Reves’ recent budget has meant that people with pensions now need to seriously reconsider their withdrawal options going forwards.
While it is essential that this advice is only given by an FCA regulated advisor, Thy Will Be Done can advise that as far as your Will is concerned, it is vital that whatever you choose to do following your consultation with your IFA you are strongly recommended to have your Will(s) restructured so it/they contain a Nil Rate Band Trust, a Residential Nil Rate Band Trust and an Immediate Post death Interest Trust with it/them.
If we wrote your Will(s) originally, you now have the following options depending on what you bought:
If you have in place Priority Client Cover, your Will update itself will be FREE OF CHARGE and you will pay HALF PRICE for any extra Trusts that are required.
If you do not have in place Priority Client Cover currently, but wish to put it in place now, your Will update will be HALF PRICE, and you will also pay HALF PRICE for any extra Trusts that are required.
If we did not write your Will(s) originally, but you would like us to now, and put in place Priority Client Cover at the same time, we will give you a 25% discount off of the packages below;
Single person/property owner living alone
Single person/property owner living with a partner
Couple/Married property owners
Just give us a call on 01903 900257 to discuss this further.