Wills

Standard

The Standard Will is suitable for straightforward situations and allows for a clear expression of your wishes of who should inherit and in what proportions. You can specify your Trustees / Executors, and where necessary children's Guardians can be nominated. Specific and financial legacies can be detailed which could also include Charities. An age to inherit can be stipulated and your funeral wishes noted.

Asset Protection Will Trust

The Asset Protection Will Trust is suitable for couples who perhaps have been previously married, own their own house/houses, have brought separate assets to the new partnership and now wish to provide for each other, whilst ensuring that their own children and/or other relatives benefit on the second death.

Power of Attorney

Continuing and Welfare

Through accident, illness or advancing years, many people lose the ability to manage their own affairs. It is vital, therefore, to appoint an Attorney who can look after your financial and welfare matters. Once Registered formally through the Office Of The Public Guardian, the Attorney can act only if you or a Doctor states in writing that it is necessary.

 

For Investment Planning we make recommendations based upon the Whole of Market.

The levels, bases and reliefs of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Watt Financial Solutions has now merged with Riverpark Investment & Financial Consultants Ltd
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which is authorised and regulated by the Financial Conduct Authority. 
Riverpark Investment & Financial Consultants Ltd is entered on the FCA register under reference 455480.
 
Donald Watt is Accredited by the Society of Later Life Advisers