Company: Finawis Advisors Location / Address: 27 Potter Street, Northwood, HA61QJ Postcode(s) Covered: HA I provide Will Writing and complete Estate Planning services. I am a STEP* Affiliate and STEP Certified Will Writer. I am also a member of the Best Foundation and you will automatically be covered under their client guarantee. As a banker and ex-partner…
Company: Finawis Advisors
Location / Address: 27 Potter Street, Northwood, HA61QJ
Postcode(s) Covered: HA
I provide Will Writing and complete Estate Planning services.
I am a STEP* Affiliate and STEP Certified Will Writer. I am also a member of the Best Foundation and you will automatically be covered under their client guarantee. As a banker and ex-partner of a solicitor firm, I bring expertise along with the high standards expected of both these professions into this industry.
Estate planning goes beyond the standard Will and addresses the following:
• finding a way to pass on your assets to the next generation in a most tax efficient manner – Inheritance tax planning.
• protecting your wealth from threats such as Divorce Settlement, Long Term Care fees, Creditors and Bankruptcy, Generational IHT and Marriage after Death in the hands of the beneficiaries
• protecting your interests if you lose the mental capacity to do so in the future via a lasting power of attorney (LPA) to give someone you trust, the legal authority to make decisions on your behalf relating to our health treatment or financial matters.
PLAN, PROTECT and PRESERVE your wealth!
