Wills and Estate Planning

Not only is a Will essential to ensure the right people receive the right money at the right time, it can also help to protect your estate from Inheritance Tax, remarriage and even claims from third parties.

With Inheritance Tax of over £4bn a year going to the Government as well as there being over £70bn of unclaimed assets as a result of people dying without making a Will, it has never been more important to put your affairs in order.

After all, you put a lot of effort into ensuring your money is working hard for you whilst you are here, so why run the risk of it not being passed to your intended beneficiaries on your death?

Our commitment to providing a holistic approach to financial planning led to the establishment of our quality ‘in-house’ Will writing service, Jordan Estate Planning Ltd., who are members of the Society of Will Writers and have been writing Wills for our clients for more than 10 years.