At Lakeside Wealth Management we work closely with Matrix Wills and their Will Writers. All the Will Writers are Affiliated
Members of the Society of Will Writers. 

A will lets everyone know what should happen to your money, property and possessions after you die. If you do not have a Will, then what happens is decided by the rules of intestacy. Having a Will can make it much easier for family and friends to sort out your affairs, without one the process can be more time consuming, costly and stressful. 

A Will can also help towards reducing the amount of inheritance tax that may be payable on your estate. A Will is vitaliy important if you have children or family who depend on you financially. It is also possible to protect your estate aganist it going to people who you might not want to benefit such as; estranged partners of your children, HMRC, bankruptcy trustees and the local authority.

 

 

You can either contact Lakeside to arrange an appointment regarding a Will, Estate Planning, Funeral Plans and LPAs:

 

t: 03302 230404

e: ifa@lakesidefs.co.uk

 

Or you can contact Matrix Wills Direct:

 

t: 03300 249269

e: contact@matrixwills.co.uk

We are located at:

Lakeside Wealth Management Ltd


High Street Acorn Phase 3

Barnsley

S72 7BD

Contact us today

If you have any queries or wish to make an appointment, please contact us:

 

03302 230404 03302 230404

ifa@lakesidefs.co.uk

 

Or use our contact form.

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Lakeside Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority. FCA Number 458204. Registered in England & Wales, Company Number 05933022. Registered Office address: 2 Lakeview Stables, Kemsing, Kent, TN15 6NL. Trading address: Ground Floor, Acorn Phase 3, High Street, Barnsley, S72 7BD. Telephone: 03302 230404