Williams Askew Wealth Management Ltd

04/09/2024

It is a common misconception that a Property and Financial Affairs LPA is only needed for those that are of an older age. The reality is that capacity could be lost at any time due to a serious accident, stroke or even a degenerative condition such as Alzheimer’s.

The article below, which was wrote by The Society of Will writers, gives a little extra insight as to why people need a Lasting Power of Attorney in relation to property and Finance, and the consequences of not doing so. Just a few of those being.....

Joint bank accounts – if 1 party loses capacity, the bank can remove access and freeze the account without an LPA, leaving your partner without access to their funds.

Bills cannot be paid unless a kind family member pays on your behalf – but they will not be able to compensate themselves.

If you would like to discuss this area further, then please give us a call. ACT TODAY to ensure that the people YOU want to make financial decisions on your behalf are able to do so, if/when you are not able to do so yourself.

In this article, we’ll take a look at the Property and Financial Affairs LPA, and what the consequences of not having one of those are.

25/01/2024

Many of us have new years resolutions or at least a list of things we want to achieve in the coming year, but have you added making a Will to your list? If you have, then the article below will give you a few pointers on the importance of using a professional to prepare your Will, and the potential consequences if you don't. Getting your Will 'right first time' is really important, and if you don't, it could be a costly mistake. If you need assistance in this area, please contact us and we will be happy to assist you.

You’ve decided now is the time to put documentation in place to protect your estate. Let's take a look at what you should do next.

07/11/2023

The article below is a really informative read. If you think anything in this article may be of interest, or you think you may have made any of the 'common mistakes' discussed, then please give us a call to discuss things further, and help you to put things right.

In this article, we will discuss some of the common mistakes that people make with their estate planning.

20/10/2023

20/10/2023

There are lots of common misconceptions surrounding WHY and WHEN people need Lasting Power of Attorney's, the article below, which was wrote by The Society of Will writers, helps to clear a few of these up. If you would like to discuss this area further, then please give us a call. ACT TODAY to ensure that the people YOU want to make decisions on your behalf are able to do so, if/when you are not able to do so yourself.

What are Lasting Powers of Attorney documents and what do they do? This article explores both types as well as some common misconceptions.

11/10/2023

Our children are usually the most precious things in our lives!!

06/10/2023

We are an Estate Planning Service, local to the Rotherham and Sheffield area, but covering the whole of South Yorkshire.

We specialise in Will Writing, Lasting Power of Attorney, and Trust work.

Not everyone understands the complexities that can be involved in Estate Planning, and that is where we can help, ensuring that the financial future of our clients loved one’s are safeguarded.

If you feel that you would benefit from a discussion in any of these areas, then please give us a call on 07772295483 or drop us an email at [email protected].

All initial consultations are at our cost.