Wills & Financial Planning

Making a Will ensures your assets are distributed as you'd wish them to be on your death.

You can also express your wishes about how your children will be cared for if you’re no longer around. It’s a legally-binding document that can help avoid potential family disputes and lengthy probate delays.

If you die without a Will, there are certain rules that dictate how your estate will be divided. If you’re living with a partner, but not married, they won’t inherit anything from you unless you name them as a beneficiary in your Will. If you have children, you can make provision for them in your Will. It’s also possible to leave money to charity in your Will, which could reduce the amount of inheritance tax payable on your estate.

Obviously your circumstances will change as you get older and this could affect the validity of your Will. That’s why it’s important to review it regularly and make updates that reflect your new circumstances.

To speak to one of our independent advisers about Wills and financial planning, call 0800 915 0000.

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Amber River Group Limited is not authorised to give financial advice. The financial planning businesses who are part of the Amber River Group are separately authorised businesses and therefore able to give advice.

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