In order to ensure we provide our clients with the highest quality and breadth of service, we have a tried and tested team of associated professionals with specific fields of expertise.
We will be there for you when you need us with day-to-day issues and your financial administration will be managed proactively by your Client Manager
Making a Will is one of the most important steps you can take to ensure your loved ones are cared for after your passing. A Will allows you to specify how your assets should be distributed, appoint guardians for your children, and express your final wishes clearly. Without a valid Will, your estate will be distributed according to intestacy laws.
What is intestacy?
Intestacy occurs when a person dies without a valid Will. In such cases, their assets are distributed according to the laws of intestacy. These laws determine who inherits the estate, usually prioritising close family members such as spouses, children, and parents. However, intestacy can create complications, delays, and unintended outcomes when assets exceed £322,000 and particularly in blended families, or for unmarried partners who may not be legally entitled to inherit.
How your estate would be distributed
Our Associated Professionals at Soteria Planning have put together this useful flow chart shown below:
Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]
Essential Wealth Management is a trading name of Essential Wealth Management and Advice Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Essential Wealth Management and Advice Ltd is entered on the FCA register (www.FCA.org.uk) under no. 518528. Registered office: 1-2 Great Farm Barns, West Woodhay,Newbury, Berkshire RG20 0BP. Registered in England and Wales Number: 04020006.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
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