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Later Life (aka Bloodline) Planning with Wills Trust & LPAs

It’s the most natural thing in the world to want to take care of your families, which you can do even after you’ve gone, with Wills Trust & Lasting Powers of Attorney (LPAs)

It’s also the most unnatural thing to think about later life, physical or mental illness and consequences of death, expected or otherwise, such as writing your Will.

However, the peace of mind you will gain from forward planning your wishes and finances is of great comfort in otherwise upsetting and unsettling circumstances, for ourselves and our families.  This can all be taken care of easily with Wills Trust & LPAs.

All it takes is a little planning, and that’s where we come in...

The matters mentioned are not exclusive to later life, unfortunately we may find ourselves in need of care or at the end of our lives unexpectedly and in our younger years.  It could be our parents, as opposed to our children or siblings, who we therefore need to consider.

We will tailor our services to your individual needs and can offer cost efficient services packages.  Our experience, spanning decades, means that we have the insight to consider the most common concerns and can implement solutions, with simple steps.

Your Money Friend is here to ease the process.

Wills & Trusts

YMF specialises in independently advising on all aspects of later-life planning which includes considerations for writing your Will to ensure your wishes and legacies are honoured.

Inheritance Tax Mitigation

Nearly everybody born in the UK, and quite a few who were not, is subject to Inheritance Tax (IHT) on the value of their estate when they die.

However, not everybody’s estate will pay inheritance tax. There are many reasons why tax might not be payable and we can help to identify and deal with some of them to ensure your assets reach your intended recipients, such as your children, grandchildren and other relatives, rather than ending up in the wrong hands including the tax man!

LPAs

We can assist with arranging Lasting Powers of Attorney to take care of your financial matters and decisions if you are no longer able to; and thereby reducing stress and financial uncertainty for your family on the event of your death.

Lady sat on a bench contemplating Wills, Trusts & LPAs

Wills & Trusts

Making a Will is making your wishes come true.

Our initial free consultation with help us to identify your needs.

Thereafter, we will have a full and detailed discussion with you to understand identify the best bloodline planning solution for you, to ensure that they perfectly meet with your wishes.

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Note pad and cup of coffee for noting Wills, Trusts & LPAs

Lasting Powers of Attorney (LPA)

If you lose mental capacity as a result of age, injury or accident, and have not nominated attorneys to act on your behalf, then your relatives will have to apply to the Court of Protection to nominate a Deputy to act for you.  This can be stressful, time consuming and expensive.

We will take you through the process personally and appoint an estate planning professional to draw up the documents on your behalf, at a fraction of the cost you might be expected to pay a Solicitor.

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Who is Your Money Friend®?

Your Money Friend® is a well-established specialist independent company based in Oxfordshire owned and managed by Ted Yeates, who has spent decades advising people in regard to later life planning (Wills, Trusts and LPAs)

Testimonials

'We all put off thinking about what might happen in old age, our own or our family's.  We know that is a mistake but we still don't arrange anything.

After just a quick talk to Ted I recognised what I need to do and how complicated it might be.

However, I also recognised that Ted can and will help. He is a calm voice when you're not thinking clearly and I will trust him to arrange everything, and without me having to worry about any of it.'

Sally G, Oxford

We recently took advantage of Ted's Will writing service. Ted came to our house offering a very personal touch and was very patient as we outlined our complex needs.

Ted delivered a bespoke service for us and we were delighted with the final product. I highly recommend Ted as a man who is professional with a personable approach to complex issues.

Ben M, Oxford

 

If you are ready to talk to somebody about your needs, ‘Talk to Ted’

Click on the link below to email Ted for a call-back.