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Estate Planning

As you grow older, you have to make some of the most important decisions in your life. We’ll be there to provide trustworthy advice and make a significant difference to the lives of everyone involved. Estate Planning advice is provided by Green Pea Wills & Trusts Limited, whose services are outlined below. Full details:

Organising Affairs Guide

In Case of Emergency Guide

Wills & Trusts

When it comes to estate planning, wills and trusts are essential and should never be overlooked, no matter how tied up you are with other things.

We will guide you through the process of creating a will, if you haven’t done so yet, helping to minimise estate taxes and avoid a drawn out probate process. With our years of experience, you can trust us to help you make the right decisions.

We will also advise on setting up a trust based on your wishes and ensuring they are tax-efficient. This can be a useful way to place assets outside of an estate for Inheritance Tax purposes while still ensuring loved ones benefit from them.

Trusts and wills can be complex, but with our professional connections, we can make the process much easier.

Power of Attorney

Do you ever wonder what will happen if you become incapacitated or unable to make financial decisions yourself?

It’s something everyone needs to consider as there may come a time when you will need someone to take over your financial affairs and management of your property. This trusted someone – whether that be a close friend, family member or professional – will act on your behalf and make decisions when you are unable to.

You may have heard people using the words “Power of Attorney” but perhaps you aren’t quite sure what it actually means or how it could help you. Our trusted advisers will talk you through what it means for you in simple English so you can make an informed decision and have the comfort of knowing your financial affairs will be managed by someone you know and trust.

Funeral plans

It’s not a topic many like to speak about, but your funeral plans are best to be decided while you’re still here. During what is an already emotional time, understandably, planning a funeral is another additional stress for your family.

Our compassionate team will take the stress and financial burden away from you and your family and talk you through the steps to planning a funeral. We’ll work alongside you to create a plan and when you are no longer here, we’ll work with your family to check any paperwork, read through your will and confirm your plans.

When arranging a funeral, you’ll need to make a lot of decisions, from the location to whether you would prefer a burial or cremation. If you’re not sure which options to pick, you’re not alone and we’ll be here to help you make decisions with confidence.

We have created a guide to assist you should someone close to you pass away. We also have a supporting documentation that can help ensure your relatives know where important documents are and your wishes in the event of your death. These can be accessed here, or if you prefer emailed over to you

Organising Affairs Guide

In Case of Emergency Guide

Get in touch

Ready to arrange your property finance? Need to get a ‘decision in principle’? Or would it help to have a quick chat to discuss your mortgage options? Please get in touch using the contact form below!