Wills and Lasting Powers of Attorney
Almost every client you have needs a will, and a good proportion of them either have not made one or made ones that no longer reflects their circumstances.
It is the kind of work that comes up constantly and rarely justifies bringing in-house. We take it on alongside you.
Who We Work With
Financial advisers and wealth managers whose clients need documents that actually match the financial plan.
Accountants whose business owner clients have never got round to it. Solicitors without a private client department, or with one at capacity.
The work is delivered through Wills, Tax & Trusts Ltd. You remain the lead adviser throughout, and your client returns to you once it is done.
UnaVida Wealth Management Ltd is not authorised or regulated by the FCA and does not provide financial advice.
How We Help
Wills Drafted Around the Plan
Wills written to reflect the family, the assets and the intentions – and, importantly, the financial arrangements you have already put in place. A will that contradicts the plan is worse than no will at all.
Lasting Powers of Attorney
Both types, property and financial affairs and health and welfare, prepared and registered. Clients routinely make one and not the other, or appoint attorneys who cannot realistically act together.
Asset Protection
Structuring an estate so that what has been built is not eroded by tax, by a subsequent marriage, by a beneficiary’s divorce, or by a claim on the estates after death.
Complex Family Structures
Second marriages, blended families, estranged children, vulnerable beneficiaries, dependents abroad. These are where standard documents fail and where the disputes come from.
Reviewing What Already Exists
Many clients have documents drawn up years ago that no longer work. We review what is there and tell you plainly whether it still does the job.
Coordination With Your Advice
We work from what you have already established about the client rather than starting again, and we tell you what we are recommending before your client hears it.
A Note On Our Status
UnaVida Wealth Management Ltd is no longer a regulated adviser and has withdrawn from the FCA. This is a non-regulated outsourced support service provided to regulated firms. We do not advise your clients, we do not make or approve recommendations, and we do not provide compliance sign-off. All regulatory responsibility, including the suitability of any advice given, remains with your firm.
How We Start
Describe the case. The first conversation costs nothing and lasts about thirty minutes. Please do not send client details until we have agreed there is something worth looking at.
Our Approach
Trust Planning & Administration – where the estate needs a structure rather than a document.
Inheritance Tax Planning – where the estate has a tax problem as well as a documentation one.
