Direct Wills & Trusts

Direct Wills & Trusts Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Direct Wills & Trusts, 2a Galleon Way, Rochester.

5 Things You Didn’t Know About Wills & Trusts 🤔✨✍️ Everyone needs a Will—yes, YOU too! 🏠💼It’s not just about money; it’s...
02/12/2024

5 Things You Didn’t Know About Wills & Trusts 🤔✨

✍️ Everyone needs a Will—yes, YOU too! 🏠💼

It’s not just about money; it’s about protecting your loved ones and ensuring your wishes are honoured.

Don't know where to start with your Will?We've got you covered with these 7 essential steps! 💡Need more guidance, give u...
26/03/2024

Don't know where to start with your Will?

We've got you covered with these 7 essential steps! 💡

Need more guidance, give us a call on 01634 730800

Have you got a question on Wills?Over the upcoming weeks we will be answering the most commonly asked questions about Wi...
25/03/2024

Have you got a question on Wills?

Over the upcoming weeks we will be answering the most commonly asked questions about Wills.

Keep your eyes peeled on our page to find out more.

If your question isn't answered, comment on our post or call us on 01634 730800.

What is Inheritance Tax in the UK?Inheritance Tax is a tax on the estate of someone who has passed away, this includes🏠 ...
06/02/2024

What is Inheritance Tax in the UK?

Inheritance Tax is a tax on the estate of someone who has passed away, this includes

🏠 Property
💎Possessions
💰Money

The Inheritance Tax rate is 40%, but it only applies to estates over and above the Nil Rate Band.

Contact us today for more information on Inheritance Tax.

"I'm too young to have a Will" 📃You would be amazed how often we hear this, but the truth is you are never too young to ...
02/02/2024

"I'm too young to have a Will" 📃

You would be amazed how often we hear this, but the truth is you are never too young to write a Will

Don't let age fool you – whether you're 25 or 55, having a Will is crucial.

Protect your assets and loved ones today.👨‍👩‍👦

Contact us today to arrange your free initial consultation.

Introducing Phil Cross, Company Director of Direct Wills and Trusts.Phil started his career in the financial services se...
30/01/2024

Introducing Phil Cross, Company Director of Direct Wills and Trusts.

Phil started his career in the financial services sector in 1989; now approaching an amazing 34 years' of experience.

Phil founded Direct Wills and Trusts in 1991 with the aim of providing the best quality advice to his clients.

Outside of his busy work life, Phil enjoys playing golf and weekends away with his wife of 35 years. He is also kept busy with 3 young grandchildren.

If you’d like Phil’s help and advice, get in contact today on 01634 730800.

Ever wondered what a Trust really is?A Trust is your guarantee that your assets go to the right people at the right time...
29/01/2024

Ever wondered what a Trust really is?

A Trust is your guarantee that your assets go to the right people at the right time, in the right amounts.

Here's the breakdown:

The Settlor: You! The one setting up the Trust and placing assets into it.

The Trustees: The caretakers of your assets, legally responsible for managing and distributing them as per your wishes.

The Beneficiary: The lucky ones who benefit from the assets held in trust.

Planning for the future? Don't forget about the present.Many people focus on what happens after we're gone, but what abo...
23/01/2024

Planning for the future? Don't forget about the present.

Many people focus on what happens after we're gone, but what about when life throws unexpected curveballs?

This is where a Lasting Power of Attorney (LPA) comes in.

You have your Will sorted, but did you know less than 1% of adults in the UK have an LPA in place?
Imagine the peace of mind knowing someone you trust can handle your finances if you can't - be it due to mental incapacity or unforeseen circumstances.

The It is a common misconception that a next of kin automatically has the right to manage finances is common, but without an LPA, it's not guaranteed.
Health and welfare decisions also have their limits, so an LPA to cover health and welfare should also be considered.

Get that LPA in place to tackle the unexpected head-on. Your future self will thank you!

Ever heard of the term "intestate"? It's what happens when you die without a Will.Imagine this: no Will means the court ...
19/01/2024

Ever heard of the term "intestate"? It's what happens when you die without a Will.

Imagine this: no Will means the court decides who raises your children if you and your partner meet an untimely end. Scary, right?

Don't think your hard-earned estate is safe. Without a will, it might not land in the hands you intended.

Secure what matters. Guarantee your children a brighter future, even if the worst happens.

Reach out to Direct Wills & Trusts today. We've got your back, ensuring your most cherished treasures are safeguarded every step of the way.

A Will is one of the most important documents you’ll ever write.It enables you to leave your estate to your loved ones, ...
15/01/2024

A Will is one of the most important documents you’ll ever write.

It enables you to leave your estate to your loved ones, charities and other organisations you choose. When asked, people feel that writing a Will is important but it’s something that many people just don’t get around to doing.

Address

2a Galleon Way
Rochester
ME24GX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

01634730800

Website

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