Investments

How has the Credit Crunch affected you ... (read more)

 

Mortgage
Looking to move or remortgage then ... (read more)

 

Retirement Planning

No pension or concerned about your retirement income ... (read more)

 

Protection

Protecting yourself, your family, or your business ... (read more)

 

Estate Planning

The popular Discounted Gift Trust is still available... (read more)

 

 

Charity News

BH Presents Cheque

Brian Harding Presents £5000 from the Openwork Foundation

Charity Cycle Challenge

Training for 2009 Charity Cycle Challenge

Phillipines Charity

Openwork charity fund to help build a new school for the children of the dumpsite in Manilla

Estate Planning

Introduction | Inheritance Tax | Trusts | Wills

 

Wills

A 'Will' allows a person to direct how their assets are to be dealt with, after their death.

family

It is important that you have a properly drafted 'Will' to ensure that your wishes are clearly adhered to in the event of your death.  When you die without a 'Will' (known as 'intestate'), the government decides what will happen to your estate and this may not be in accordance with your wishes.

Croydon Financial Services can help you to create a legal 'Will' to distribute your assets in the event of your death, in agreement with your instructions.  We will ensure your 'Will' includes provisions that accomplish the following:

Nominate Executors for your estate.

Make sure that the primary and contingent beneficiaries of life insurance policies are coordinated with the provisions of your Wills.

Designate successor beneficiaries who will receive your assets.

Complete the Enquiry Form and we will contact you.
Alternatively call our office on 020 8681 3229 .

 

Will Writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accepts no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.