JM Wakeling

01277 655 155

john.wakeling@jmwifa.co.uk

Wills and Estate Planning

We offer our clients a full and comprehensive Will and Estate Planning Service.

  • Arranging your Affairs, Estate & Asset Preservation Planning
  • Wills, Making Legacies & Will Trusts
  • Pilot & Lifetime Trusts
  • Inheritance Tax Planning
  • Letters of Exclusion
  • Memorandum of Wishes
  • Advance Decisions (Living Wills)
  • Lasting Powers of Attorney
  • General Powers of Attorney
  • Registration of Powers of Attorney
  • Parental Responsibility Agreements
  • Document Storage & Will Register
  • Pre-paid Funeral Plans
  • Estate Administration & Probate Services
  • Foreign Property Purchase & Wills
  • Foreign Legal Services

Approximately 70% of people in the UK do not have a Will. If you were to die without a Will in place you would die intestate. Therefore, your estate would not necessarily go to the people you would expect to receive it. Putting off writing a Will and not planning for the inevitable, can cause distress and potential financial hardship for the people left behind if the correct planning is not put in place.

What we offer at J M Wakeling is a friendly, professional service which can be arranged in your own home if you feel more comfortable. We would provide you with information to prepare you for the meeting and inform you of the one-off costs. We make the process from start to finish as smooth running as possible.

This service is not regulated and some firms operate without any appropriate training. Care should be taken when approaching firms who offer a ‘too good to be true’ service as this often turns out to be the case.

We pride ourselves in being members of the IPW. Through choice we have trained and are qualified to give advice on Estate Planning. We continue our IPW compliance duties to uphold our status by being continually monitored through our Continuous Professional Development commitments. We are bound by following strict Code of Conduct set by the IPW. This is the only code for Will writers to be approved by the Trading Standards Institute.

All IPW Members are vetted by the Criminal Records Bureau as fit and proper. We are covered by £2.5 million of professional indemnity insurance.

On behalf of APS Legal & Associates Ltd, Head office: Worksop Turbine Innovation Centre, Shireoaks Triangle Business Park, Coach Close, Worksop, Nottinghamshire, S81 8AP
APS Legal & Associates is a member of the Institute of Professional Willwriters
APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice

Contact Us

J M Wakeling IFA
Church House, 46 High Street,
Billericay, Essex CM12 9BS

T: 01277 655155
F: 01277 655177
E: john.wakeling@jmwifa.co.uk

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If you would like to discuss your particular situation or to find out more about our services, please call J M Wakeling IFA today on 01277 655155 or email john.wakeling@jmwifa.co.uk to book your FREE consultation – we look forward to hearing from you.