Safeguard was established in 2006 and under the leadership of Barry Puttock, providing their Will writing and estate planning service throughout England & Wales. Pattison James Associates are a family run Will Writing and Estate Planning business whose head office is in Camberley, Surrey. We are proud members of the Society of Will Writers - one of the leading industry bodies consumers are recommended to use.
For this reason, unless otherwise requested, we visit you in the comfort of your own home at a time of day that suits you* to take down your Will instructions, discuss your wishes and help create the right Will for you. It is our aim to reduce the number of people dying without a Will by providing valid Wills to as many people as possible.
For this reason, unless otherwise requested, we visit you in the comfort of your own home at a time of day that suits you* to take down your Will instructions, discuss your wishes and help create the right Will for you. It is our aim to reduce the number of people dying without a Will by providing valid Wills to as many people as possible.
Services
The continuing complexity of modern living has made Wills and Estate Planning more important than. If you have children you will want to ensure they are well looked after if both parents die while they are young. In the UK the majority of couples own their property as Joint Tenants - this means that regardless of what your Will says, your part of the property will.
The continuing complexity of modern living has made Wills and Estate Planning more important than ever before. Divorces, Civil partnerships and second marriages are all too common and consequently your estate should be protected to ensure it gets to your loved ones when its their turn to inherit. Estate valuations are often larger than expected, due mainly to increasing house prices and decreasing mortgages.
If you have children you will want to ensure they are well looked after if both parents die while they are young. Too much money at a young age can get wasted. You can select Guardians to look after your children and effectively act as their parent(s) and you can select Trustees to manage their assets until your children reach a suitable age to inherit.
In the UK the majority of couples own their property as Joint Tenants - this means that regardless of what your Will says, your part of the property will automatically pass to the surviving owner of that property. For most people this seems fine because the survivor is going to give it to the kids right?
A trust is a way of getting an asset or assets from one party to another, often with a set of guidelines to the trustees (those who control the trust) on how the assets within the trust should be used and when and how the ultimate beneficiaries receive those assets. For example a couple may have 300K to leave equally to their 2 children.
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