knowing how to deal with end of life situations can be confusing. 

Need trusted, local help?

it can be difficult to think about what will happen when you are gone. we can guide you through the options for your care and that of your family.

 preparing for your passing can be hard to contemplate... 

...We can help you by ensuring your wishes are carried out, whether that is for your care, for your end of life, for after you have gone or for helping your loved ones.

WILLS

Including Basic Wills, Mirror Wills, Family Protection Wills, Tax Efficient Wills & Property Protection wills.

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TRUSTS

Including Estate Protection Trusts, Home Protection Trusts, Children's Trusts, Disabled Discretionary Trusts & Discretionary Gift Trusts.

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LPA's

You can make decisions on someone’s behalf if they appoint you using a lasting power of attorney.

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EXECUTOR & PROBATE SUPPORT

Assisting you with the important task of Estate Administration.

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DOCUMENT STORAGE

Keep your irreplaceable paperwork safe & confidential.

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FUNERAL PLANS

Ensure your family has less financial responsibility when you die by preparing with a funeral plan.

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YOU HAVE SPENT YOUR WHOLE LIFE WORKING HARD FOR WHAT YOU OWN...

 

ACT NOW TO SAFEGUARD YOUR ESTATE FOR YOUR LOVED ONES AFTER YOU HAVE GONE.

At Willow Tree Financial Services we can help you to decide options for your care should you become incapacitated and to memorialise your wishes so it is clear to your family your preference for funeral arrangements.

We can help you ease the financial burden that may be placed on your family by having a funeral plan in place, as well as help you understand the options available to you to ensure your estate is inherited by the ones you love, making the most tax efficient arrangements.

The Financial Conduct Authority do not regulate wills, trusts, estate planning, funeral plans and lasting power of attorney.

Will Writing, Funeral Plans & Lasting Powers of Attorney are not part of the Quilter Financial Planning offering and are offered in our own right. Quilter Financial Planning accept no responsibility for these aspects of our business.