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The Dangers

Even if you do have a Will in place, assets left directly to your beneficiaries may be open to "attack"

 

Phil & Carol are married and have two children, Jenny & Lorna.....

MARRIAGE AFTER DEATH

Paul dies and leaves everything to Kate. Kate remarries Mr X but later gets divorced.​

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Without a strategy in place, 50% or even 100% of Kate’s beneficiaries’ inheritance could be lost.

DIVORCE & BANKRUPTCY
Both Paul & Kate have died, all assets passing to Charlotte & Jessica.

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Without a strategy in place, their beneficiaries would own assets “absolutely” and could potentially lose them in any future divorce or bankruptcy settlements.

POWERS OF ATTORNEY
Paul has lost his mental capacity and cannot make decisions about his financial or health matters.

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Without a strategy in place, the family cannot make key decisions on his behalf or manage his affairs for him - This is true even between husband and wife on assets and/or accounts held individually and on medical issues.

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Correspondence
Peritum Wills

PO Box 236

Wisbech

Cambridgeshire

PE14 4FB

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Call 

01945 754377⁩

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Peritum Wills

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The Financial Conduct Authority does not regulate Wills & Trusts. This website has been published by Peritum Wills Limited.

No advice in relation to Wills & Trusts has been made by Peritum Wills Limited in this site.

 

Peritum Wills Limited is a member of the Society of Will Writers.

Registered office: Peartree Farm, Thorney Road, Guyhirn, Wisbech, PE13 4AG.  


Registered in England No 15533848.

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