In-House Wills Clinic

Bigmore Associates is offering free Will reviews to your employees.

Having a Will written is something we don’t want to think about. Yet the importance of one should not be underestimated. Not only does a Will ensure that your wishes for the distribution of your estate are carried out as you want, it also helps ease the stress and heartache of what is sure to be a difficult time for your loved ones.

With our in house clinics you can provide your employees with the opportunity to understand the importance, and start the process of, having a Will written. These clinics can be held in person or online, bringing our expertise and empathy directly to your teams.

How It Works

These short meetings will allow you to learn the process of importance of having a will, gain understanding of what you might want to include, review your current will, 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.

FAQs

There is no charge to either company or individual for the clinics. Should someone need a Will written, changes to their current Will or a full estate planning review this would be subject to a fee. Information on pricing for our services, such as Wills and LPAs, can be found here.  

Our clinics can be held in person, at your offices or ours, or virtually. We are happy to be flexible around what suits your employees. 

Clinics can be book in half days or full days. The overall time needed for the clinic will depend on the size of your workforce. 

You can book a clinic with Bigmore Wills & Probate be emailing Emily.W@bigmorewillwriting.com. Emily is also available to answer any questions you may have about our clinics.

Booking for your employees can either be handled internally by you or by us. Typically we set up the appointment slots in 30 minute blocks and fill them on a first come first served basis. Once we agree a date for the clinic we can discuss which employee booking option will work best for your organisation. 

Once your clinic is booked and we decide on how the schedule will be managed, we will provide a flyer for you to circulate to your employees with all the relevant details. 

Yes. We offer clinics for Mortgages and Pensions. These sessions are run by qualified mortgage brokers and financial advisors who can offer guidance across the whole of the market. You can find out more here. 

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. 

Do you know what happens to your estate if you pass away without a valid Will? Do you know the process your loved ones will have to go through? Do you know the impact it  If the answer to these questions is no, watch this video.

Not having a Will can have a profound lasting impact on those left behind, and means that your wishes are not taken into account.

If you’re putting off having a Will made, ask yourself why. And then get in touch with Bigmore Wills & Probate.

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.

 

Many people think that once a Will is written, it does not need to be looked at again. This is not the case.

Not only could legislation changes have an impact on the way your Will is written but so can personal circumstances. Marriage, divorce, new members of the family, loss of members of the family, financial changes and other logistics are all reasons a Will might need to be adjusted or completely rewritten.

This video explains the changes which might require your will to be updated. 

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.