
Welcome to our website.....
Throughout our many years
as a Financial Planners, we have come across scores of people who had financial aims and objectives. We listed them as we had been trained and
looked for areas that we could assist them with.
We asked all of these
people if they had a will and if they had planned what would happen in the unfortunate event of them dying. I have to say that an overwhelming
majority (I suppose about 98% or so) indicated that they had not.
Well, as we were not tasked
with serving this need, we merely did what we were trained to do and very sternly and formally announced "I am tasked to stress to you that
you need to take the steps to have a will written so that those that follow you can take care of your estate" - and then we moved on to other
issues.
I very much doubt that many
of these people heeded our words.
Some time ago, a small
group of us decided that we no longer wanted to be in financial services. We all felt that it was time for a change, so we
left to do something else.
We decided to help
people by including in our portfolio of services, the job of will writing and Trust services (and other areas, such as helping with debt
issues). But as we were not experts in these fields, we did not wish to actually create these complex services ourself, but we set out to
find the best providers of such services in the business. We were determined to make it our goal to help as many people
as possible to get their affairs in order. We now work with a top quality legal Partner and top quality debt management professionals who
do the Solicitors professional work so that we can concentrate on providing our clients with a quality service.
So, this is why we decided
to get into the Will writing and associated business and why we have produced this website to inform people of what is available to them.
We have also commissioned and provided a free 75 page comprehensive booklet to inform you more specifically of what is available to
you.
Should you decide to meet
with one of our consultants to find out more, we will let you have other free guides as they pertain to specific aspects of your personal
circumstances. For example, if you are Parents who will need to consider appointing Guardians for your children, we will give you booklets to
hand out to those you consider appropriate for this task, so that they can be fully informed about what is expected of them. We do the same
with Trustees and Executors too, so some of the difficult tasks associated with these issues are simply removed for you. In short, we
are here to make the job of arranging your affars in an easily understood manner, so you can get it done and then just get on with your
life.
Finally, it matters not
where you are located within the UK. I can email you all necessary forms for you to get your affairs in order and it does not matter even if
you live in the Shetland islands.
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We can help in the following areas:
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Will provision including partner 'mirror' wills.
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Bloodline Planning.
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Long Term Care Planning.
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Trusts and Taxation issues.
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Appointing Professional Trustees.
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Powers of Attorney.
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Probate issues (what to do if someone dies).
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Funeral Plans.
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Debt elimination (especially credit cards).
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Reclaiming unfair bank charges.
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Mis-sold whole of life insurance.
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Mis-sold income insurance.
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Putting you in touch with a Debt Management professional.
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Help resolve issues with HMRC (Inland Revenue).
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If you would like to
contact us, then please email me (in the first instance) at:
admin@regencywills.co.uk
.....and I will respond to any
questions or comments that I can, just as soon as I can. Failing this, I will ask one of our consultants to contact you to discuss any issues
you may have if I feel that this is more appropriate.
Thank you for
visiting and I hope you enjoy the contents of the site....
Simon
Westlake
Customer Relationship Manager
Customer Handouts:
Here are some FREE handouts on matters relevant to succession planning which you may find interesting. Please feel free to click on the
associated link to download each handout.







Please note, to download the above information, you may first need to have Acrobat
Reader installed on your computer. This computer software will allow you to read PDF's (or Protected Document Files) and is a useful facility for
you to have installed on your computer in any case. If you would like to download this software, then you can find an exisiting link just below
this paragraph....
Click Here for Free Adobe Reader
If you would like to receive a FREE copy of our
brochure "Plan
Your Succession....and get on with your life"
then please just click the link below....


A Member of The Society of Will Writers
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