Don't Wait Until it is Too Late!
Most people expect to enjoy their hard-earned assets during their lifetime and share them with loved ones as they choose. It’s natural to assume your family will inherit your estate after you pass away or if you require care.
However, many are unaware that their estate, including their home, faces threats from legislation, taxation, litigation, means testing, and government policy. The reality is, you and your family might not enjoy your estate as planned unless you actively protect it.
Citywide Wealth are here to assist.
Unfortunately, ignorance in this instance is not bliss. Lack of knowledge and planning can be costly in terms of both stress and money but it doesn’t have to be this way
Our Services Include:
Are you one of the 60% of people who doesn’t have a will? This means that more than 31 million people in the UK are risking everything they own by letting the law decide who should inherit everything from them when they die.
Dying without a will or incorrectly wording a will can inadvertently disinherit the people closest to you. Get in touch with our team at Citywide Wealth to learn more about the importance of having a will (and how easy it can be to set one up).
Trusts
A trust is a way of managing assets (money, investments, land or buildings) for people.
Setting up a trust can help get your estate in order to protect your assests and loved ones.
Estate Planning
Estate planning is preparing a plan of action for transferring your assets to your beneficiaries or next of kin.
This can allow you to pass over more of your estate by transferring assets in a tax-efficient manner.
Recently Divorced?
While divorce doesn’t automatically cancel your will, it can leave it outdated and potentially lead to unintended consequences.
We can help you understand how your divorce affects your existing will.