Finance > Peace of mind with carefully prepared packages

Peace of mind with carefully prepared packages

In today’s world, it is easy to be swept away in the speed of everyday life without taking the time to protect your interests as a business owner and your family’s future. However, it is now more important than ever to ensure that not only should you organise your affairs to protect your family from future delays, stress, and large expenses but your employees should too. 

Did you know, with just three prepared and carefully considered documents mean you can do just that? 

The Peace of Mind package is designed to help clients prepare three vital documents that will stand up to scrutiny. 

The First Document – A Valid Will

Specialists will draft your Will correctly, and to your specific circumstances, to ensure that your wishes are carried out after you’ve died. In doing this, you can also save inheritance tax for your estate and protect your family from the expense and uncertainty that comes with a situation where someone has died intestate (without a Will). 

The Second Document – Lasting Power of Attorney (Financial)

Lasting Power of Attorney (LPA) experts will help you put an LPA in place for property and financial affairs. So, should you lose mental capacity due to illness or injury, you can rest assured your trusted ‘Attorney’ will have the power to manage these affairs for you. 

Without an LPA in place, your family would need to apply to the Court of Protection for an order to appoint a Deputy. However, this process is costly and time-consuming (an average application can take more than six months) and it would be the Court’s decision, not yours, as to who should be appointed. The Court will also approve certain financial decisions which can make managing your affairs more difficult for your loved ones.

The Third Document – Lasting Power of Attorney
(Health and Welfare) 

The expert LPA team will also help you to appoint someone to make decisions about your health, medical treatment, care and wellbeing, should you lose mental capacity. Without an LPA in place, local authorities and doctors will be able to make decisions on
your behalf. 

OM&M’s Peace of Mind package is designed to help you, and support your family should any unforeseen circumstances happen. 

The firm also offers: 

  • Discounted fees for complete protection
  • A free-to-download OM&M Life Organiser – a brilliant document for you to complete and provide to your loved ones, to give even further peace of mind. This single document is an essential overview of all the information needed for your affairs to be managed easily if you lose capacity or have died. 
  • A Service Pledge promise to carry out a thorough exploration of your wishes and circumstances, and keep you updated on progress throughout. 
  • Regular updates on changes in the law via our newsletters.

Contact OM&M to secure your Peace of Mind package with our Wills and Lasting Power of Attorney specialists by calling 01525 378177 or emailing info@ommlaw.co.uk. Find out more at their website.