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The Corner House 2 High St, Aylesford ME20 7BG
02031 379737
info@trustassuredwills.co.uk
Do You Co-Habit?

The ‘cohabiting family’ is the second largest family type representing 3.3 million families in the UK. This popular form of family type suffers from a legislative gap when compared with those who are married, or in a civil partnership.

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Do You Run A Business?

A lasting power of attorney (LPA) is a legal document which gives another person of your choice the ability to make decisions on your behalf. Despite belief to the contrary, an LPA is not only for personal assets. 

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Do You Have Digital Assets?

The internet can be a wonderful place for people to create and build new things; from publishing your own e-books to setting up your own business, creating new digital assets that can be bought, sold and owned like more traditional assets.

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Why Trust Assured Wills?

We are specialists in Estate Planning and Asset Protection; whatever your concerns, our experienced advisers will work with you to find a solution. We are passionate about the aspect of the Law we comprehensively cover.

WILL WRITING

Making a Will is the ONLY way to ensure your express wishes are carried out after your death. If you have not made a valid Will, your property will pass according to the Laws of Intestacy and this will almost certainly not be what you would have wished.

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ESTATE PLANNING

We are specialists in Estate Planning which can be complex and covers more than just Inheritance Tax (IHT). It also covers your financial security as well as the needs of your beneficiaries.



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TRUSTS AND ASSET PROTECTION

Trusts allow for the protection or preservation of assets, allowing them to be set aside for an intended beneficiary and passed on to them at a particular time in the future. Trusts can be used to exempt an asset from long-term care fees assessment.

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LASTING POWER OF ATTORNEY

A Lasting Power of Attorney (LPA) is a document that gives someone you trust the legal authority to make decisions on your behalf if you lack mental capacity at some time in the future, or no longer wish to make decisions for yourself.


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FUNERAL PLANS

It makes perfect sense to consider your funeral wishes when you have your Will written. A funeral plan is convenient and means you pay today’s price for a cost hopefully not required for many years ahead – inflation proofing this inevitable cost gives you peace of mind and means we can refer to it in your Will.

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PARENTAL RESPONSIBILITY

Parental Responsibility & Guardians are an important element to consider when drafting your Will, it is critical to consider how to protect those closest to you to ensure they are looked after according to your wishes.

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A Division of
Montgomery Paul Limited

In respect of Investment advice and Regulated Mortgage business, Montgomery Paul Limited is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA). FCA number is 460421.

In respect of Wills and Lasting Powers of Attorney, Montgomery Paul is an Appointed Representative of New Leaf (WWF) Ltd. Company number 7891401. Registered Address: 1st Floor, Princess Caroline House, 1 High Street, Southend-on-Sea. Essex. SS1 1JE

Limited Company ‘Buy-to-Lets’ and Commercial Finance are not usually regulated by the FCA.

Visit The Montgomery Paul Site

About Us

Trust Assured Wills are specialists in Estate Planning and Trusts and have been advising their clients since 2008.

We are passionate about our profession and have always offered our new or potential clients the option of a free review of their will or advise on creating their Will in the comfort of their own home on a free no obligation basis.

We feel that most people accept that, at some point, making a Will and putting one’s estate in order is a necessity. However, to most, other family priorities get in the way. If we didn’t offer to come and see you on a no-obligation basis, when else would you realistically get around to addressing the very important matter of getting your Estate Planning affairs in order? Next month? Next year? Will you even do it in time?

There are of course many different reasons to put off today what you hope you can do tomorrow, however, unless you have a crystal ball and know that tomorrow you will be here why not make an appointment with us TODAY?
We have over a decade of experience in the Estate Planning sector. Through our professional approach we give our clients peace of mind through planning
Call us NOW to book your no obligation appointment at a time to suit you

At What Age and Why Do You Need A Will?

All individuals are unique, and no two circumstances are going to be the same. The following are designed to explore and are non-exhaustive lists of typical examples:

18-30



• Recently stepped onto property ladder
• Not reached full earnings potential
• Budget stretched
• Very young children
• Reliant on two incomes
• Low element of savings
• Concerns over disinheriting through remarriage
• Possible multiple parents to children

30-45



• Moved up the property ladder
• Reaching earning’s potential
• Have children
• Element of savings
• Holiday homes overseas
• Concerns over disinheriting through remarriage
• Multiple parents to children
• Possible 2nd marriages

45-65



• Moved up the property ladder
• Reached earnings potential
• Have children and grandchildren
• Element of savings
• Holiday homes overseas
• Concerns over disinheriting through remarriage
• Multiple parents to children
• Possible 2nd marriages
• Concerns over IHT
• Concerns over Long Term Care Costs

65+



• Have children and grandchildren
• Element of savings
• Holiday homes overseas
• Concerns over disinheriting through remarriage
• Multiple parents to children
• Possible 2nd marriages
• Concerns over IHT
• Concerns over Long Term Care Costs
• Concerns over assets being fritted away by children

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