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 WITH BEREAVEMENT ADVICE

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

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.

Latest WILLS, TRUSTS & ESTATE PLANNING News

Send us an enquiry

 

Willow Tree Financial Services.

A6 Chaucer Business Park,

Dittons Road, Polegate.

East Sussex, UK.

BN26 6QH

01323 436680

rachael@willowtree-fs.co.uk

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 
 

The Financial Conduct Authority does not regulate Will Writing & Estate Planning.

Willow Tree Financial Services is a trading style of Rachael Panteney, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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© 2019 by Willow Tree Financial Services. Proudly created by AMME.

Image Disclaimer: All images shown are for illustration purposes only and are not pictures of actual clients.

Willow Tree Financial Services offer a friendly service coupled with professional financial advice on:

Mortgages & Equity Release

Investments, Wealth Management & Pension Planning

At Retirement

Protection

Insurance

Wills & Trusts

Clicking the links below will depart you from the regulatory site of Willow Tree Financial Services. Neither Willow Tree Financial Services nor Quilter is responsible for the accuracy of the information contained within the linked site.

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