A basic component of financial planning is estate planning and the most important feature is to ensure valid and updated wills are kept under review.  This is the only way to ensure your wealth passes either to loved ones or in the direction you would like.  If you die without having a valid will you are said to have died “intestate” and the legal system has very strict rules on how your money and wealth (known as your estate) will be distributed.


Where you have a valid will

Easy, the estate is usually distributed in accordance with your wishes.


Where you don’t have a will

Not so easy, the government has provided a calculator and you can find it here:

At Financial Fortress we take estate planning very seriously and whilst we don’t offer a will writing service ourselves, your adviser will help you decide what you would like to happen, explaining all the pro’s and con’s allowing an informed decision.


We can then either work with your own legal adviser to formulate your will or refer you to a trusted and local solicitor.


Tel: 01244 319962

Copyright 2016 Financial Fortress Ltd


Financial Fortress Ltd is authorised and regulated
by the Financial Conduct Authority. Reg no: 753489.


Registered office, 14 Horrocks Road, Chester, CH2 1HE.  Company number:  9180267.