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Fortuna Wills & Estate Planning

Fortuna Wills & Estate Planning


Fortuna Wills & Estate Planning's financial review

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Fortuna Wills & Estate Planning information

Estate Planning Consultant providing advice on the transfer of assets to the next generation using Wills; Lasting Powers of Attorney & Trusts. Other services include Estate Administration (Probate) Inheritance tax advice, Care Fee planning and Funeral Plans.Fortuna Wills & Estate Planning are members of the Maplebrook Edge network, which provides access to client management systems, Will drafting ...
Estate Planning Consultant providing advice on the transfer of assets to the next generation using Wills; Lasting Powers of Attorney & Trusts. Other services include Estate Administration (Probate) Inheritance tax advice, Care Fee planning and Funeral Plans.Fortuna Wills & Estate Planning are members of the Maplebrook Edge network, which provides access to client management systems, Will drafting software and a high level of technical support from the drafting of Wills through to the creation of complex trusts to help protect assets and reduce tax liabilities.The process for advising clients starts with fully understanding the individual, their family circle, their assets and how they would like their estate distributed. Understanding this helps enormously with how the advice is structured towards the client and can highlight areas of consideration clients unaware of, such as Inheritance Tax liabilities or the need to cater for unmarried partners or vulnerable family members.It costs nothing to talk and we welcome any enquiries with absolutely no obligation to use our services.

Fortuna Wills & Estate Planning industries

Legal services

Fortuna Wills & Estate Planning's financial review

Employees

1

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