About the Company

MW Estate Planning helps protect your hard earned assets via Wills and suitable Trusts that ensure your loved ones are provided for.


Wills

Making a Will is the only way to ensure that your wishes are carried out after your death. If you have not made a valid Will, your property will pass according to the Law of Intestacy. This may not be what you would have wished. In any event it is likely to take longer to finalise than if you had made a Will.

  • Your Peace of Mind
  • Make your wishes known
  • Guardians for your children
  • Providing for your children
  • So you don’t end up paying 40% Inheritance Tax
  • Without one your spouse may not get it all
  • Reduce the headache for your family

Powers of Attorney

A Power of Attorney nominates someone to act on your behalf should you lose mental capacity, as defined by the Mental Health Act 2005. Mental incapacity could be dementia or other mental health issues brought on by illness or even an accident. Importantly they are put in place BEFORE you lose capacity. Only if you are unable to make decisions for yourself does the Attorney(s) your chose act on your behalf. Typically the Attorney is either a spouse or child.

Trusts

 

Trusts are used to look after assets for the benefit eventual of specific beneficiaries. The person creating the Trust is called the Settlor. A Trust appoints Trustees to manage any assets owned by the Trust in a way set out in the Trust documents, though generally Trustees may act at their discretion, as long as it is in the best interests of the beneficiaries. Advantages are as:

  • Asset held by Discretionary Trust are protected against reckless beneficiaries e.g. divorce, bankruptcy etc.
  • Assets owned by the Trust are no longer owned by the Settlor. This has been used in the past to mitigate Inheritance tax though new proposed laws may reduce their effectiveness
  • The Settlor (the person or persons creating the Trust) can lay down rules about how the Trust fund can be used and when. Most commonly only after the death of the Settlor.

.


WHO WE ARE

Small and medium size enterprises (SMEs) are anxious to adopt the same business growth strategies used by large corporations to great success. This includes the use of outside expertise. Unfortunately, consultancy services cannot simply be scaled down for SMEs.

We are a national network of talented and enterprising individuals, supported and managed by local and regional community group members , who share our commitment to helping other businesses succeed.

As part of our mission, we help companies like yours connect, collaborate, and partner with other companies locally, nationally, or internationally strategically and help you grow as per your aspirations, The idea behind putting business growth at the center of strategy is to provide knowledge, experience, and learning to local businesses so they can reach and improve their performance . With our help, you can reach out to local businesses to connect, network , market and promote your business in your own local business community.

WHAT WE DO

We offer you access to your own local business community and a wide range of free or low-cost business workshops, webinars, exhibitions, conferences and networking events that help businesses grow by sharing expert knowledge, experience and learning. Our team of Business Growth Consultants offer business support through events, tailored 1-2-1 consultations and financial help through local governments funding and grants.

Our proprietary programmes, free or low-cost workshops, webinars, and events aid small and medium businesses in building effective strategies, improving organizational efficiency, involving their staff in organisational change, and mastering their supply chains.

Our Business Growth Consultants are here to help ambitious businesses like yours, by offering impartial and confidential information, guidance and support. They can speak to you via zoom, over the phone, or on e-mail as well as meeting in person, for an in-depth conversation at a place convenient to you.

Product/Services

Flip

Single Will

Standard Single Will including Executors, Guardians and standard distribution of your assets on death.





Flip

Couple Will

Standard Couple's Will including Executors, Guardians and standard distribution of your assets on your death.





Flip

Single Power of Attorney

Single Power of Attorney either Property & Finance or Health & Welfare, excluding Office of the Public Guardian registration fee.





Flip

Double Power of Attorney

Two Powers of Attorney e.g. 2 x Property & Finance for a couple or Property & Finance and Health & Welfare for a single person, excluding Office of the Public Guardian registration fee.





Customers Reviews View All

Matthew
MATTHEW
23-03-2021 09:15AM

"Very friendly professional and efficient service with excellent communication all through. Thank you Matthew"

   1 of 1 people found the following review helpful

Angad kanojia
ANGAD KANOJIA
23-03-2021 09:12AM

good responsive site

  

CONTACT US FOR MORE INFORMATION





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About the Company

MW Estate Planning helps protect your hard earned assets via Wills and suitable Trusts that ensure your loved ones are provided for.


Wills

Making a Will is the only way to ensure that your wishes are carried out after your death. If you have not made a valid Will, your property will pass according to the Law of Intestacy. This may not be what you would have wished. In any event it is likely to take longer to finalise than if you had made a Will.

  • Your Peace of Mind
  • Make your wishes known
  • Guardians for your children
  • Providing for your children
  • So you don’t end up paying 40% Inheritance Tax
  • Without one your spouse may not get it all
  • Reduce the headache for your family

Powers of Attorney

A Power of Attorney nominates someone to act on your behalf should you lose mental capacity, as defined by the Mental Health Act 2005. Mental incapacity could be dementia or other mental health issues brought on by illness or even an accident. Importantly they are put in place BEFORE you lose capacity. Only if you are unable to make decisions for yourself does the Attorney(s) your chose act on your behalf. Typically the Attorney is either a spouse or child.

Trusts

 

Trusts are used to look after assets for the benefit eventual of specific beneficiaries. The person creating the Trust is called the Settlor. A Trust appoints Trustees to manage any assets owned by the Trust in a way set out in the Trust documents, though generally Trustees may act at their discretion, as long as it is in the best interests of the beneficiaries. Advantages are as:

  • Asset held by Discretionary Trust are protected against reckless beneficiaries e.g. divorce, bankruptcy etc.
  • Assets owned by the Trust are no longer owned by the Settlor. This has been used in the past to mitigate Inheritance tax though new proposed laws may reduce their effectiveness
  • The Settlor (the person or persons creating the Trust) can lay down rules about how the Trust fund can be used and when. Most commonly only after the death of the Settlor.

.


WHO WE ARE

Small and medium size enterprises (SMEs) are anxious to adopt the same business growth strategies used by large corporations to great success. This includes the use of outside expertise. Unfortunately, consultancy services cannot simply be scaled down for SMEs.

We are a national network of talented and enterprising individuals, supported and managed by local and regional community group members , who share our commitment to helping other businesses succeed.

As part of our mission, we help companies like yours connect, collaborate, and partner with other companies locally, nationally, or internationally strategically and help you grow as per your aspirations, The idea behind putting business growth at the center of strategy is to provide knowledge, experience, and learning to local businesses so they can reach and improve their performance . With our help, you can reach out to local businesses to connect, network , market and promote your business in your own local business community.

WHAT WE DO

We offer you access to your own local business community and a wide range of free or low-cost business workshops, webinars, exhibitions, conferences and networking events that help businesses grow by sharing expert knowledge, experience and learning. Our team of Business Growth Consultants offer business support through events, tailored 1-2-1 consultations and financial help through local governments funding and grants.

Our proprietary programmes, free or low-cost workshops, webinars, and events aid small and medium businesses in building effective strategies, improving organizational efficiency, involving their staff in organisational change, and mastering their supply chains.

Our Business Growth Consultants are here to help ambitious businesses like yours, by offering impartial and confidential information, guidance and support. They can speak to you via zoom, over the phone, or on e-mail as well as meeting in person, for an in-depth conversation at a place convenient to you.

Product/Services

Flip

Single Will

Standard Single Will including Executors, Guardians and standard distribution of your assets on death.





Flip

Couple Will

Standard Couple's Will including Executors, Guardians and standard distribution of your assets on your death.





Flip

Single Power of Attorney

Single Power of Attorney either Property & Finance or Health & Welfare, excluding Office of the Public Guardian registration fee.





Flip

Double Power of Attorney

Two Powers of Attorney e.g. 2 x Property & Finance for a couple or Property & Finance and Health & Welfare for a single person, excluding Office of the Public Guardian registration fee.





Customers Reviews View All

Matthew
MATTHEW
23-03-2021 09:15AM

"Very friendly professional and efficient service with excellent communication all through. Thank you Matthew"

   1 of 1 people found the following review helpful

Angad kanojia
ANGAD KANOJIA
23-03-2021 09:12AM

good responsive site

  

CONTACT US FOR MORE INFORMATION