LR Estate Planning, giving you a voice when yours can no longer be heard. We understand that thinking about the end can be uncomfortable. Will our loved ones will be able to cope, financially and emotionally when we are no longer around? But this is something that really does have financial implications, not just for you but for your loved ones as well. As this is something that we will all inevitably have to face, LR Estate Planning is here to help guide you, explaining exactly what will happen after your death and where the monies will go. Our Advisers will help you ensure that the people you wish to inherit, will.
LR Estate Planning has over 10 years’ experience in this field, dealing with a wide variety of estates. Whether your situation is simple or more complicated, we will find the best solution for you and for your Beneficiaries.
However, by writing a will, you are only just starting to protect your estate and your loved ones. It can resolve initial issues, but there could be more to tackle. This is where our expertise can help you resolve any potential problems that could affect the next generation.
A typical first meeting discussion
At the first meeting we will simply have a discussion to find out what you are looking to do and whether we can help you achieve your goals. The meeting will go through your current Estate Plan, looking at what provisions you currently have in place, such as a Last Will and Testament or Trust document, to make sure they are suitable for your needs.
You will be asked to fill out a simple questionnaire. This helps us gain a better understanding of what makes up your estate and who the Beneficiaries of your estate will be. Once we clarify that, we can offer you advice about making sure your Will reflects your wishes and that the correct Beneficiaries inherit.
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 old-style driving licence||Local authority council tax bill for the current council 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 financial 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. So, 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 keep a record of valid ID. Further down the line, we will also need the ID for any Beneficiaries, to help speed up the process.
Why do you need ID for my Beneficiaries?
As standard procedure, we ask for two forms of Identification for all Beneficiaries, which we need to keep copies of on record. These will be used if there is a need to set up Trusts.
What’s the best way to contact our Adviser?
Phone LR Connections’ main office number: 0345 314 5737
Or email your Adviser – their email address will follow this format: their first name. Last name @lrconnections.co.uk