20/08/2025
As part of your financial planning, it’s essential to ensure your estate is protected and a professionally written Will is a key part of that. To support this, I’ve partnered with Kinherit, a trusted specialist firm, to provide my clients with access to a high-quality Will and estate planning service.
Estate planning is part of good financial planning
A well-structured Will ensures your assets are passed on according to your wishes, minimises the risk of disputes, and can help protect your loved ones, especially where children or complex family arrangements are involved.
Trusted experts working alongside your adviser
Kinherit’s team includes STEP-qualified estate planners, who are experienced in working with clients referred by IFAs. Their advice complements your financial planning strategy, helping ensure everything is aligned now and in the future.
More than just a Will
Kinherit offers more than just a document. Their service includes a secure digital handover platform and post-death support for your executors. This can speed up probate, reduce administrative burden, and help preserve more of your estate for your beneficiaries.
A complimentary, no-obligation consultation
You can start with a complimentary 20-minute consultation to discuss your circumstances and get guidance tailored to your needs. If you already have a Will, they’ll review it free of charge to ensure it’s valid and fit for purpose.
Simply click this link and add your contact details and Kinherit will be in touch to book you in.
https://sign.kinherit.co.uk/partners/soundmortgages
Transparent pricing
• Single Will: £375
• Mirror Will: £545
(All fees are fixed and include VAT)
There’s no obligation to proceed after the consultation, and you’ll have the time and support to decide what’s right for you.
This is a great opportunity to put expert estate planning in place, complementing the financial advice you’re already receiving.