Leaving a Legacy in your Will

For most of us, our Will is one way of looking after the people we care about. We leave them something to make sure they’re ok when we’re gone.  It is important that loved ones and family come first in your financial planning;  making a Gift to People Against Poverty in your will is an extra way of looking after the people you care about.

Legacy gifts are a powerful way to ensure that we continue to achieve the plans we are making now for the future and we are thankful for every one of these.

There are different types of gifts left in peoples Wills:

A share of your estate: After you’ve provided for your family and friends, you can leave a share, or the remainder, of your estate to us. This is called a‘residuary gift’.

Cash Gift: This is when you leave an exact sum of money to us. It’s known as a‘pecuniary gift’.

A Specific Gift: The range on this is vast and could be anything from a stream to antique jewellery.

A Gift in Trust:  You can leave a gift for someone to use over a period of time. When the time has ended, the gift can be passed on to other recipients, such as a charity.

If you live in Scotland, you should consider the effect of legal rights.

How to leave a gift in your Will

If you haven’t got a Will, simply make an appointment for MJH Financial Solutions to come and see you.  They will provide support and advice to make the process as easy as possible.

MJH Financial Solutions is proud to be associated with People and Business Against Poverty, and as a special offer to its members and supporters they would like to offer a 15% discount on  Estate Planning Solutions.  What is included is a free face to face meeting to discuss your Estate Planning needs, a full recommendation of how best to protect your wealth and assets for future generations not just one life time through bespoke Will and Trust Planning. Just mention Business or People against Poverty to claim your 15% Discount.

Please contact Mike on Office 01793 950846 Mobile 07738 007812, Email mike@mjhfinancialsolutions.co.uk.  Feel free to visit their bespoke website for more information on how their service can benefit you and your family.  http://www.taps.ws/mikehiner

Contact: Mike Hiner – Managing Director, MJH Financial Solutions
T :01793 950 846 M:07738 007 812 E:info@mjhfinancialsolutions.co.uk

 

Share Button