Wills

What is a Will?

A will is a legal document that sets out what happens to your money, property, and possessions after you pass away. It ensures that your assets are distributed according to your wishes and can help protect your loved ones from unnecessary stress, legal complications, and financial uncertainty.

Key benefits of having a will:

• Ensures your estate goes to the right people.
• Allows you to name guardians for your children.
• Helps reduce inheritance tax liabilities where possible.
• Prevents family disputes and legal issues.

Without a will, the law decides how your assets are shared, which may not reflect your wishes.

How Can We Help You Get a Will?

At Moneybox Financial Management Limited, we will refer you to a professional who will guide you through the process of creating a legally sound will that reflects your wishes.

• Expert Guidance – They will explain your options in simple terms and help you structure your will correctly.
• Tailored Solutions – Whether you need a basic will or something more complex, they will ensure it meets your needs.
• Peace of Mind – Your will is legally valid and properly structured to protect your family.
• Effortless Process – They take care of the details, so you don’t have to worry about legal jargon or paperwork.

When is the Right Time to Get a Will?

It’s never too early to have a will, but certain life events make it even more important:

• Buying a property.
• Getting married or divorced.
• Having children and wanting to name a guardian.
• Building up savings, investments, or business assets.
• Wanting to leave something to charity or specific individuals.

If you don’t have a will yet, now is the right time to get one in place.