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What We Do  >> Products and Services  >>  Wills, Trusts and Estate Planning 

Wills, Trusts and Estate Planning 

The Financial Conduct Authority does not regulate on Estate Planning 
The Financial conduct Authority does not regulate on Will Writing.

Services


Services to ensure you can pass your wealth to those you want to benefit in a tax efficient manner.

  • Single / Mirror Wills 
  • Property Preservation Trusts*
  • Discretionary Will Trusts*
  • Asset Protection  Trusts*
  • Asset valuations*
  • Probate services*
  • Lasting Power of Attorneys.*

* These services are a vital foundation element of financial planning and provided by our referral partners.   These services and products are not regulated by the Financial Conduct Authority.   Please ask who we trust and recommend.  

  • Discounted Gift Trusts
  • Inheritance Tax Exempt ISA's


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Summary of the Intestacy Laws
File Size: 849 kb
File Type: pdf
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The Intestacy law document is provided by a third party for which neither Jill Turner Associates nor Intrinsic Financial Services is responsible. 

 Jill Turner Associates  is a trading style of Jill Turner who is an appointed representative of Quilter  Financial  Services  Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. 
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The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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Jill Turner Dip PFS  aw PETR is a member of the Personal Finance Society and a member of UKSIF the UK Sustainable Investment & Finance Association


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