Lyna Vokes are UK-based financial advisers with decades of experience in estate planning. Whatever your goal, we can help you plan for it.
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The Financial Conduct Authority does not regulate taxation and trust advice, will writing or Lasting Power of Attorney's (LPA)
Estate planning involves looking at all your assets today and thinking about what you would like to happen to them if you die or become mentally incapacitated. It’s about making sure your wishes are followed, even if you’re unable to communicate them.
Proper estate planning will also help you to reduce the tax burden on you and your family when dealing with mental incapacity or death. It’s a complicated subject as there are many elements to consider and an array of legislation. The good news is we have decades of experience in estate planning and can guide you through the minefield.
The simplest reason to talk to us about estate planning is to make sure you, and your beneficiaries, are looked after when you’re no longer here. It simplifies the process of distributing assets after death, protects your assets and beneficiaries, and can provide tax relief.
You don’t need to be worth millions to create your own estate plan. Every adult should spare time for estate planning to ensure their final wishes are complied with. You’ll need to create a will, an LPA, consider how to distribute money to minimise tax demands and a variety of other connected matters.
You can try to do this alone or simplify the process by getting professional assistance. Lynas Vokes can help. Our specialist team are experienced in estate planning. They’ll guide you through the process and ensure the documents and agreements you create suit your individual situation.
We offer an easy approach to estate planning. The dedicated team at Lynas Vokes will discuss your situation, your hopes for the future and how you would like to see your funds distributed. We can then create all the documents you need to make this happen.
Our services include regular updates, specifically regarding any law changes that may affect your estate planning. We’ll also periodically reassess your plans to ensure they are still what you want. For you, we make the process effortless.
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Our dedicated and professional team is waiting to help you. Contact us today and let our expertise help you make the most of your money
A basic estate plan will have a will, a financial LPA and a health LPA and a list of beneficiaries. You may also want to choose who will be in charge of your estate after your death.
It sounds complicated but the key principle is simply understanding what you would like to happen to your money and physical assets after you die. Creating the documents is only the start. People change and it’s important that you regularly check and update your documents.
One factor which is frequently overlooked is age. Estate planning is not something that should be left until you’re older. It’s advisable to start as young as possible, particularly if you have children. You never know when something bad will happen and you need to be prepared. We’re here to make sure that’s the case.
Frequently asked questions
Understandably, you have questions. The following are the most frequently asked, however, if you don’t find your question and the answer here, don’t hesitate to contact us. We can help you with any query, no matter how big or small.
Everyone should have thought about their estate and made an estate plan. The plan defines what happens after you die or become mentally incapacitated. It’s best to prepare now as you never know when this could happen.
If you haven’t already got an estate plan then you should do one today. There is no minimum age. The younger you do it, the better prepared you are for whatever the future throws at you.
Yes. Creating an estate plan means you can define what happens to your dependent children if you were to die. It’s every parent’s responsibility to consider and plan for this while hoping it doesn’t happen.
You can. However, the wording and details in the plan must be correct for the document to be legally binding. It’s advisable to contact us and let us create your estate planning documents for you. This is true regardless of how many assets you have.
We recommend it be reviewed every five years. However, you should also look at it when major things happen. For example, if you have a new baby, divorce, a loved one dies, or something similar. Our team will remind you when it needs to be reviewed.
Because we have the knowledge and experience. We have a specialist team with decades of experience in estate planning who are just waiting to help you. All you have to do is contact us, we’ll handle the rest.
We can talk about how good we think we are but the proof is in the pudding. That’s why we’re on VouchedFor, so you can see genuine verified reviews from actual clients. It’s important to us that potential clients can see what it’s actually like to work with us and that clients have a space to share their honest feedback on our service so we can make improvements where necessary. We’re proud to have a 4.8 rating on VouchedFor – click to see where that rating has come from.
Related links
At Lynas Vokes, we offer a wide range of services to help you at every stage of your life’s journey. Click on the links below to view our recommended services or view our Services menu for our full range.
Everyone should create a will and lasting power of attorney (LPA) to ensure their wishes are adhered to if the worst were to happen. Our expertise will help you draft the perfect will and associated LPA today.
Everyone should invest in a good life and health insurance policies. Whether you already have a policy or are looking into one, we can help you get the best deal.
Regardless of where you’re based or what your goals are, we can help you develop the most suitable investment strategies to reach your goals.
It’s important to know what will happen to your assets after you die and to protect your loved ones as much as possible. That’s the purpose of estate planning and something that we specialise in. We’ll help you understand all the options, draft the right documents and effectively give you peace of mind.
Lynas Vokes is UK-based, we have decades of experience and can help you with a variety of issues, including estate planning, tax planning, pension planning, investment strategies and even life and health insurance. All you have to do is call us.
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