Probate & Estate Administration Gary Tonsley Probate & Estate Administration Gary Tonsley

The WEP Promise: Protecting Your Loved Ones, Securing Your Peace of Mind

Are you constantly worrying about what might happen to your family or your assets if something unexpected occurs?

At Westwood Estate Planning, our promise is simple: to help you 'Protect your loved ones, secure your peace of mind.' We simplify complex estate planning processes, ensure your wishes are honoured, and provide ongoing support so you can live with confidence today.

Discover how our empathetic and straightforward approach can remove your worries and secure your future

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Lasting Powers of Attorney (LPAs) Gary Tonsley Lasting Powers of Attorney (LPAs) Gary Tonsley

DIY Lasting Power of Attorney (LPA) vs. Professional Service: What You Need to Know

Are you considering putting a Lasting Power of Attorney (LPA) in place yourself, perhaps using the government's online service?

While a DIY approach can seem appealing for its perceived simplicity and cost savings, it's crucial to understand the nuances and potential pitfalls. For most, the complexities involved mean that critical details are easily missed.

This guide explores the common issues we consistently see with DIY LPAs—from the critical decision of appointing attorneys 'jointly' vs. 'jointly and severally' to the logistical headaches of the strict signing process—and explains why professional guidance can make all the difference.

By the end, you'll have a clear understanding of your options and how to ensure your LPAs are truly effective, providing the lasting peace of mind you deserve.

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Trusts Gary Tonsley Trusts Gary Tonsley

Pensions & Inheritance Tax: What the 2027 Changes Mean for Your Estate (UK)

Worried about the new pension Inheritance Tax rules coming in 2027?

From April 2027, unused pension funds will be included in your estate for Inheritance Tax purposes - potentially adding £34,000 to some families' tax bills. If you previously thought your pension was safe from IHT, these changes could significantly impact your estate planning.

At Westwood Estate Planning, we help you navigate these new rules through comprehensive estate valuations and strategic planning, including lifetime gifting and trusts.

Don't let uncertainty rob you of peace of mind - book a free 15-minute chat to understand how these changes affect you and explore your options.

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Will Writing Gary Tonsley Will Writing Gary Tonsley

Choosing the Right Executor for Your Will: What you need to know

When making your Will, you carefully detail your wishes for your loved ones and assets. But have you considered who will actually carry out those crucial instructions after you're gone? This vital responsibility falls to your Executor.

Discover why choosing the right Executor is one of the most important decisions you'll make, ensuring your wishes are honoured and providing peace of mind for your family.

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Will Writing Gary Tonsley Will Writing Gary Tonsley

Have you ever thought about leaving a gift to charity in your Will?

Have you ever thought about leaving a gift to charity in your Will?

This article explores the profound impact of charitable giving, highlighting how it can create a lasting legacy and potentially reduce your inheritance tax bill.

Join Gary Tonsley of Westwood Estate Planning, in partnership with Remember a Charity, as he delves into the benefits and emotional rewards of including charities in your estate planning. Discover how your generosity can continue to support vital causes and make a difference for future generations.

Stay tuned for more insights on charitable gifting and its benefits.

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Will Writing, Trusts Gary Tonsley Will Writing, Trusts Gary Tonsley

Can I use my Will to protect my share of my home? - Part #2

Explore the risk of 'sideways disinheritance' in this article by Gary Tonsley of Westwood Estate Planning.

Using a unique analogy with Elsa's castle, Gary illustrates how your home might unintentionally pass outside your family, leaving your children without their intended inheritance. Understand this crucial pitfall and discover why protecting your share of your home with a Will is vital.

Stay tuned for solutions in the next installment.

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Will Writing, Trusts Gary Tonsley Will Writing, Trusts Gary Tonsley

Can I use my Will to protect my share of my home? - Part #1

Discover how your Will can safeguard your share of your home, ensuring it passes to your loved ones or chosen causes, even if life takes unexpected turns.

This article from Gary Tonsley of Westwood Estate Planning highlights the importance of proper planning to protect your legacy and provide peace of mind for your family. Learn why a well-crafted Will is essential for securing your home's future.

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