Gemini Wealth Management

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professional,
unbiased
advice.

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Wills

Gemini see Will planning as the ideal place to start the financial process.

Why make a Will?

If you are single
Make sure your estate is divided amongst family, friends and others in the way you want.

If you are married
You shouldn't assume that your Partner will get everything! Estate planning will ensure that there will be no arguments or disputes at a time when family and friends are mourning the loss of a loved one.

If you are approaching retirement
You may be well prepared and have already made a will. Your Will may need updating to add a new grandchild? Maybe there are people you no longer wish to leave anything to. Maybe your Estate has grown in value and you want to investigate potential Inheritance Tax issues, a will can help with this.

Wills are sometimes viewed as a complex but Gemini aims to make the process of writing or amending a Will as straightforward as possible.

All our advisers are trained to take will instructions, and our Will writers can review a will at no cost to ensure your estate is left to who you want.

For more information on your Will, call us FREE on 0800 255 0123 or [click here] for one of our advisers to contact you.

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Gemini Wealth Management Ltd is Authorised and regulated by the Financial Services Authority Registered in England & Wales No. 5919877 Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT The Financial Services Authority does not regulate tax and trust advice, will writing and some forms of buy to let mortgages. The guidance and/or advice contained in this website is subject to regulatory regime and is therefore restricted to consumers based in the UK.

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