Established in 2001, Compass Will Writers specialises in advising clients on how to protect their family’s wealth. We provide comprehensive Asset Protection and Estate Planning, helping clients to efficiently structure the passing of assets to future generations in a protected environment, preserving wealth and reducing the effect of Probate fees and the potential impact of long term care fees……
Every solution is individually tailored to a client’s needs after careful consultation and consideration of their circumstances and objectives. Clients can choose a level of planning that is right for them and their family.
Whoever you are and whatever your circumstances, you will no doubt have people that you care about and that are important in your life. These are normally members of our family or close friends that we trust and care about.
Much of our life is spent accumulating possessions such as a house, saving for a “rainy day” and planning for our retirement so it is only natural that we want to pass those things on to our loved ones.
For thousands of years’ society has devised ways of passing wealth on to the next generation. In the UK, a complex framework of laws, rules and procedures has been developed by successive Government to control how we can manage our wealth.
What you can expect from us
We have a comprehensive six-stage advice process offering a free no obligation consultation, providing tailor made solutions to your unique needs, treating all our clients as individuals. Providing full peace of mind for you and those close to you.
“Our Client advice process is designed to ensure that you receive the highest quality and most suitable advice always.”
This is the most important stage of the advice process is to fully understand you circumstance including; family tree, interactions and estate assets.
Discuss the potential solutions and associated costs. There will likely be more than one “solution” or combination of documents. These will be explained in detail to allow you to select the option that you feel best suits your circumstances.
At this stage an agreed action plan will have been established and a Terms of Engagement will be signed confirming the requested services and agreed fixed cost.
All documents are produced in draft to ensure that all the information is correct.
Client checks the documents for accuracy of instructions, names, addresses and dates of birth, and advises of any necessary corrections.
Once the drafts have been agreed the final documents will be created ready for attestation or signing. In most circumstance, we will provide you with witnesses and ensure that the documents are correctly executed.
“We are committed to ensuring that the plans and services of Compass Will Writers which are recommended to you will be those best suited to your objectives at that time, given the information provided during your consultation. If this proves not to have been the case, we guarantee to put it right.”
Wayne has been advising clients on financial matters since 1994, he is a qualified independent financial adviser who now specialises in Trusts and Estate Planning.
He is an acknowledged expert in long term care fee protection, Continuing Heath Care assessments and providing advocacy services..
Wayne is Alzheimer’s Society Dementia Friend and past Chair of the Dementia Supportive Community (Swansea). He has sat on the Dementia Expert Advisory Group (Wales) along with several ABMU committees.
Alyson is an experienced estate planner and specialises in Lasting Powers of Attorney, Deputyship applications and Court of Protection work.
Alyson is an Alzheimer’s Society Dementia Champion, has authored a number articles on the subject and is a respected expert, giving group talks and delivering Dementia Friends information sessions.
There are many things to be considered when making your will, some of which will only become apparent when you have discussed your requirements fully at your meeting.
Lasting Powers of Attorney
There are a number of reasons why you might
need someone to make decisions or act on your behalf.
It could be temporary: for example if you are in hospital and need help with everyday things such as making sure your bills are paid or going to the bank. It could be that you are experiencing memory problems and want the peace of mind that things will be taken care of in the future.
Probate & Estate Administration
If a successful method of service design is employed, the service will be user-friendly and relevant to the customers, while being sustainable and competitive for the service provider. For this purpose, service design uses methods and tools derived from different disciplines, ranging from ethnography
Covering South & West Wales
Swansea | Llanelli | Neath | Port Talbot | Bridgend | Cardiff | Newport | Carmarthen