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Wills & Trusts

Clear, practical support for wills, trusts and lasting powers of attorney.
Planning for later life and the people around you is one of the most important parts of financial planning. Through GSI Wills & Trusts, we help clients put clear, appropriate arrangements in place so their wishes are understood and the right people are protected.

Basic wills may be suitable for straightforward circumstances. But where there are more significant assets, blended families, vulnerable beneficiaries or wider estate-planning considerations, a more considered approach can make a substantial difference.

Make your wishes clear and your plans count.
Putting the right arrangements in place is about more than deciding who receives what. It is about making sure the people you care about are looked after, the right decisions can be made if needed, and unnecessary complications are reduced wherever possible.

Through GSI Wills & Trusts, we help clients plan with clarity and confidence, without unnecessary jargon or complexity.

What we help with

Wills

A well-prepared will helps make sure your estate is dealt with in line with your wishes. We help clients put the right structure in place, whether they are writing a will for the first time or reviewing an existing one.

Trusts

Trust planning can help where assets need to be protected, controlled or passed on in a more structured way. We can help you understand whether a trust may be appropriate and how it fits within your wider plans.

Lasting Powers of Attorney

A lasting power of attorney allows someone you trust to make decisions on your behalf if you are unable to do so. We help clients put the right arrangements in place for both property and financial affairs, and health and welfare.

Estate Planning

Estate planning is about looking at the bigger picture. We help clients consider how wills, trusts, powers of attorney and inheritance tax planning fit together, so arrangements are practical, joined up and aligned with their wishes.

Clear guidance, personal service

We work with a wide range of clients, including families with more complex circumstances, older clients, blended families, business owners and those looking to coordinate estate planning with wider financial planning.

Our approach is personal, practical and designed to make the process easier to understand from start to finish. We explain things clearly, keep you updated and help you move forward with confidence.

Why clients choose GSI Wills & Trusts

 

  • Clear, personal guidance
  • Support with wills, trusts and LPAs
  • Joined-up planning alongside wider financial affairs
  • Transparent pricing
  • Straightforward process and regular updates
Frequently asked questions
Who should have a will
Anyone over 18 should consider having a will, particularly if they own property, have children or dependants, or want to decide clearly how their estate should be dealt with.
What is a lasting power of attorney?
A lasting power of attorney allows someone you trust to help make decisions on your behalf if you become unable to do so yourself.
What does an executor do?
An executor is responsible for administering your estate, including dealing with assets, liabilities and distributions in line with your will.
Is my will legally valid?
A will must be prepared and signed correctly in order to be valid. We can guide you through the process to help make sure this is done properly.
How much does a will cost?
The cost will depend on your circumstances and the type of will required. We will explain charges clearly before any work begins.
What happens if I die without a will?
If you die without a valid will, your estate will be dealt with under the rules of intestacy. This may mean your estate is distributed in a way that does not reflect your wishes.
When should I update my will?
It is sensible to review your will regularly, especially after major life events such as marriage, divorce, the birth of children or grandchildren, a house move, or a significant change in your financial circumstances.
What is the difference between a will and a trust?
A will sets out what should happen to your estate when you die. A trust is a legal arrangement that can be used to hold or control assets for the benefit of other people, either during your lifetime or after death.
Do I need a lasting power of attorney as well as a will?
In many cases, yes. A will deals with what happens after death, while a lasting power of attorney deals with decisions that may need to be made during your lifetime if you lose mental capacity or are unable to act for yourself.
How do I get started?
The first step is usually a conversation about your circumstances, your wishes and any concerns you may have. From there, we can explain the options available and the most appropriate next steps.
Get in touch
If you would like to discuss wills, trusts or lasting powers of attorney, please get in touch with the team.
Call us on 01959 561500 or email estateplanning@gsigroup.co.uk.

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