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in house wills clinic

Bigmore Associates is offering free Will reviews to your company.

These short meetings will allow you to review your current will, learn the process and importance of a will if you do not have one, as well as discuss any potential estate planning needs you may have for the future. Whether you are looking for the basics of how to begin, or have questions about the next steps for you, we welcome anyone and everyone who is looking to understand or change their current situation.

The free review meetings will broadly consist of:

  • –  A 15-20 minute meeting with a Wills & Estate Planning Adviser
  • –  A review of your current circumstances and estate planning requirements
  • –  A discussion on the best course of action e.g. update Will or free Will review etc.
  • –  Actions you can take to ensure loved ones maximise their inheritance and do not loose out from paying unnecessary Inheritance Tax that could be minimised by timely estate planning.

How to Book Your Place

Meetings will be set on a prearranged date which you can find in the email sent from your HR department.
If you are interested in booking an appointment please reply to that email and note which topic you would like to discuss. 

Meet Our Will Writer

Luke Davies MSWW Certs Cll (MP)
Director Bigmore Wills & Probate, Will Writer

Luke is perfectly positioned to help clients navigate the difficult process of leaving the most tax efficient legacies. As well as helping clients create the perfect Will he can help with all aspects of Estate Planning.

‘I am proud of the tailored advice and value delivered to clients from all walks of life. Being able to help write Wills, considering the individual wishes of the clients and making sure estates are left in the most tax efficient way.’

Highlights from our Insights Page

As part of our passion for all things financial services, the team at Bigmore Associates prioritises providing financial education resources to both our clients and the general public.

We know that understanding finances can take away some of the anxiety people feel around this logistical element of life. Sharing our knowledge and expertise supports our belief that financial planning is not just for those with excessive wealth. It is for everyone.

Our Insights page is filled with information and tips covering every aspect of our business, your financial life and financial wellbeing. Here are some pieces which might be of interest to you. 

Sadly, over 60% of people in the UK dies without a valid will in place. 

When this happens, the specifics of how your estate is distributed are decided by what is known as the Rules of Intestacy. Falling back on this rule could lead to your loved ones having to endure a lengthy court process, rather than have the time and space they need to grieve their loss. Therefore, it is important that you understand what will happen to your family and your estate should you die without a Will.

Planning for death is an important part of life.  

Our free guide to Probate and the Practical Aspects of Death is designed to help you understand what probate is, what must be done before the process can begin as well as providing some ideas around the steps you can take to prepare your estate. The loss of a loved one can be a very difficult and emotional time. Having an outline and understanding of what comes after a person has passed can potentially help elleviate the stress for you, your family and friends. 

Have you ever made a budget?

Groceries, Christmas gifts, holiday fund, household expenses. If this answer is yes, then you have made a basic financial plan.

There is a misconception that financial planning is only for the rich. It’s true that those with a great deal of money or assets are likely to have someone to help manage them, but there is a difference between wealth management and financial planning.

In addition to Wills and estate planning, Bigmore Associates offers a range of services including:

  • Financial Planning for both long term and short term financial goals
  • Tax & Trust Planning
  • Pension guidance
  • Power of Attorney
  • Probate Services
  • Mortgages
  • Protections
  • Payroll Services
  • Employee Benefits

To learn more about Bigmore Associates visit our About Us page. 

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Special Discount Offer

Bigmore Associates is offering a discount of 10% on our services to new clients we meet at our clinics. 

There is no obligation to move forward with us after we have our first meeting. However, if you do opt to work with us on your mortgage, will or estate planning needs you are eligible for the 10% discount. 

For any additional information about Bigmore Associates or how we can best serve you email info@bigmoreassociates.com. Or fill out the contact form below.