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!
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.
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.
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.
'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