Peace of Mind
Have you got a nagging feeling about getting your will in order so you can relax and stop thinking about it? Leaving a will ensures that your assets are divided among the family, friends and charities of your choice and once complete, you can concentrate on enjoying life. We spoke to wills and probate experts McDade Roberts to find out more
A shocking two-thirds of British adults admit to not having a will. Revealed by a YouGov survey, this reluctance to admit mortality is best overcome.
“Writing a will might seem a daunting prospect, but it is important to make sure that your loved ones have something they can rely on, so that there are not going to be disputes, and so that your wishes are attended to in the right manner”, says Martin Garry, director of chartered accountants and business advisers McDade Roberts.
McDade Roberts have offices in Fulwood, Bamber Bridge and Longridge and offer professional advice to a whole range of business and personal finance needs. Estate planning, wills and probate (the process for dealing with a deceased person’s estate), are part of their complete service. Martin gained extra qualifications in wills and probate and has significant experience in inheritance tax advice. He works as part of a friendly team who help people through everything life throws at them.
McDade Roberts has built a reputation for high standards in client care in accountancy and business advice. Customer surveys rate the firm highly for friendliness, speed and clarity of advice, and Martin instils these qualities into its wills and probate service.
He has made the first step of sitting down for professional advice easy. The first consultation meeting, up to an hour long, is free of charge. “We work out the roles and responsibilities and guide people through the process of writing a will. This means reviewing the assets and liabilities of the estate and all the tax positions: income tax, capital gains and inheritance taxes,” he says.
It is helpful to have a professional’s advice about the potentially beneficial changes to inheritance tax (death duties), which have increased the amount which can be passed on without having to pay an inheritance tax, as long as the estate includes your home.
Another service offered by McDade Roberts is managing probate. “We obtain probate or administration as required, and then we distribute the assets to the beneficiaries in accordance with the wishes of the deceased”, he says.
And existing wills can be updated. “If there has been a trigger point in someone’s life, be it a marriage, child, divorce, or they have sold a business, it could be time to review your will”, says Martin.
Consultation meetings are available to everyone, but are also proving popular with existing clients, who see them as an extension of the professional care offered by McDade Roberts in its accountancy role.
“We aim to look after clients throughout their life”, says Martin. “We help clients achieve their business and personal goals, and also reassure them that their legacy will live on in the way they choose. That peace of mind is very valuable and means our clients can focus on enjoying life.”
McDade Roberts
316 Blackpool Road
Fulwood PR2 3AE
01772 717110
mcdaderoberts.co.uk
