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Sarah and Paul planning for their first born

The challenge

Sarah and Paul are expecting their first child together and they do not have existing Wills .

Paul has a daughter, aged 17, from a previous marriage. Sarah and Paul own several properties, individually, which are rented out to tenants. They were looking to remortgage one of their properties to release capital in order to help with the refurbishment of their family home where they are looking to raise their unborn child.

The solutions

Peter wished to leave some of his properties specifically to his aforementioned 17-year-old daughter while Sarah wished to ensure her unborn child had a property to live in should Sarah pass away. Both Sarah and Paul wished to name a Guardian in their Wills for their unborn child.

The results

We were able to remedy this situation, including the specific clauses in the Will to offer the reassurance required.

Case Studies

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Steve and Jane have been married for 45 years and have two children; Carol and Simon. They own property as beneficial joint tenants and each have investments totaling £180,000 with their financial planner.

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John and Jill have three adult children; Leo, Joey and Charlie. Leo is recently separated and is starting the divorce process. He is living in rented accommodation and is planning to purchase a property again once the divorce is finalised.

What our clients say

Paul’s knowledge, professionalism and compassion for client circumstances shine through at all times. As we share these values and our premium services, it means we work well alongside each other. I also value his rapid turnaround times when speed is of the essence to protect financial futures. From my angle, I recognise how his input has contributed to my brokerage growth.

Having known Paul for several years it was a no-brainer for me to engage his expertise to help my clients when he acquired a successful estate planning and will writing business. I've learned from experience that STEP-qualified professionals with Paul’s level of expertise and client-first approach are few and far between.

How much do I trust and value Paul’s advice and service? At the highest level, which is why I have introduced him to family, friends, colleagues and clients. Each delighted with his manner, knowledge and service. It’s not a question of why an IFA would want to work with Paul, it’s why not a question of why an IFA would want to work with Paul, it’s why

Working with Paul provides a resource to open up conversations with clients that was not before available to me. He is forward thinking and provides solutions for even the most complex cases I present to him. These solutions are regularly new to me and allow me to provide extra advice and services that further enhance client outcomes.

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