Inheritance Made Simple
Wills and Free will, in Westbourne, Bournemouth
9, Westbourne, Bournemouth, BH4 8AU
Inheritance Made Simple is a private estate and life-led financial planning practice serving families in Bournemouth and Poole and across the South of England. It advises on wills, including a free will service, lasting powers of attorney, inheritance tax planning, property trusts, living trusts and equity release, and works from the client's objectives of family, security, continuity and legacy. Clients begin with a Discovery questionnaire, which the practice reviews before a no-obligation consultation and the creation of a bespoke inheritance plan.
What they offer
- Wills
- Free will
- Lasting powers of attorney
- Inheritance tax planning
- Property trusts
- Living trusts
- Equity release
- Pension and estate reviews
- Legacy Priority Assessment
- Future Planning Review
Where to find them
9, Westbourne, Bournemouth, BH4 8AU
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