The Dales Mortgage and Financial Services

Other Related Areas

Will writing

Do you know what happens if you die without having left a will? The laws of intestacy will apply, and that means that things are not forced to go at all the way you might imagine. To complement some of our other services, we are also able to take your will instructions.

other help and advice

These can be for either a single will, or as simple 'mirror wills', for couples with similar wishes. Fees are very modest, and the wills are drawn up by our chosen professional will-writers, Cardinal Wills Ltd.

Inheritance Tax Planning

Are you aware of the threshold at which you pay Inheritance Tax (IHT)? It's much lower than you might think, and it is certainly no longer a threshold which sits only within the domain of the rich. Many people's property values alone have pushed them into the IHT bracket.

Do you know that everything over the threshold is taxed at 40%? This can mean that, after a lifetime of paying tax, the taxman could still be taking another 40% from your estate even after you die.

If you are concerned about the Inheritance Tax bill you will be leaving, we can discuss ways of mitigating, or even removing, your liability.

Trust Work

There are many sorts of trusts which people can make use of -both in their lifetimes and as instructions held within their will, to be set up after they die. We are able to set up several basic sorts of trusts on your behalf.

We also have excellent connections with fellow, highly-expert professionals who solely deal with the setting up of (potentially quite complicated) trusts.

Will-writing and Trusts are not regulated by the FSA

If you think you might benefit from speaking with us, please get in touch.