Wills and Estate Planning

Team Mortgage Advisers 1


At Mortgage Required we offer a comprehensive review of your personal and business assets to ensure you are fully aware of the impact that incapacity or death can have on you and your loved ones. We will take the time to discuss your aspirations and circumstances so we can advise you on the best solutions.

We are happy to offer a free review of any existing wills and estate planning that you already have in place to ensure that it fully meets your current and future needs.

Why make a Will?

  • Making a Will is the only way that you can define who you wish to inherit your assets when you pass away.
  • A Will makes it much easier for your family and friends to sort out your estate when you pass away;
  • A well written Will can help mitigate your Inheritance Tax bill and reduce a surviving spouses exposure to care home fees.
  • It is especially important you prepare a Will if you have children who are dependent on you, to state how you wish them to be looked after if something happens to you.
  • You can appoint someone who can act on your behalf, if you are no longer able to or if you no longer want to make your own decisions.

We will fully review your circumstances to come up with the most appropriate and tax efficient legal solutions.

All Mortgage Required Wills are underwritten by Caverly Lightfoot, specialist will and Estate planning firm.

Speak to a First Time Buyer mortgage advisor on 01628 507477.

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Your home may be repossessed if you do not keep up repayments on your mortgage.

There will be no fee for Mortgage Advice. There may be a fee for arranging a mortgage. The precise amount will depend upon your circumstances, but we estimate it to be between £399 and £599.

Mortgage Required Ltd, Finance House, 5 Bath Road, Maidenhead, SL6 4AQ is authorised and regulated by the Financial Conduct Authority reference 573718 at www.fca.org.uk.

The Financial Ombudsman Service is an agency for arbitrating on unresolved complaints between regulated firms and their clients. More detail can be found on their website: www.financial-ombudsman.org.uk