Poor estate planning can have major financial implications if the right arrangements are not implemented at the right time. LR Estate Planning can guide you through the entire process, options offered, and explain exactly what happens financially after a death. Our advisers ensure that the inheritance and will writing process goes as smoothly as possible, with excellent attention to detail.
We have over 10 years’ experience in this field, dealing with a broad variety of estates and unusual cases. However simple and straightforward or complex and overwhelming you feel your situation is, we will find the best solution for you and your loved ones at the best time.
Writing a robust will and considering all eventualities is just the start of protecting your estate and looking after your beneficiaries. A will can resolve initial obvious issues, but there is often more to tackle, and that is where our expertise can helps resolve any potential problems that could affect your beneficiaries.
LR Connections provides expert independent financial advice, accountancy and estate planning services
A typical first meeting discussion
Our first meeting involves a discussion at our cost in order to find out your requirements. The meeting will go through your current estate plan to see if you have any provisions currently in place and ensure they are suitable for your needs.
You will be asked to fill out a short questionnaire which allows us to better understand what makes up your estate and who the beneficiaries of your estate will be, and our advice is tailored to this.
What is considered 'valid ID'?
| Proof of name | Proof of address |
| Current signed passport | Current UK driving licence (but only if not also used for evidence of your name) |
| Original birth certificate (UK birth certificate issued within 12 months of the date of birth in full form including those issued by UK authorities overseas, such as Embassies, High Commissions and HM Forces) | Utility bill (gas, electric, satellite television, landline phone bill) issued within the last three months |
| Full paper driving licence | Local authority council tax bill for the current tax year |
| EEA member state identity card (which can also be used as evidence of address if it carries this) | Bank, building society or Credit Union statement or passbook dated within the last three months |
| Firearms or shotgun certificate | Solicitor’s letter within the last three months confirming recent house purchase or land registry confirmation of address |
| Residence permit issued by the Home Office to EEA nationals after own country passport has been shown | HMRC Self Assessment letters or tax demand dated within the current tax year |
Documents we will not accept include, but are not limited to:
Helpful things to bring to the meeting
Our advisers will be able to give you the best advice if they can see what current plans you have in place. If you have a Last Will and Testament, bring this to the meeting. This isn’t essential but it will help.
Provide two forms of valid ID. If you would like our advisers to carry out work on your behalf then they will need to make a copy of valid ID. Further down the line, we will also need the valid ID of any beneficiaries.
