Free tool
Estate plan health check
Most families have at least one gap in their estate plan – an out-of-date will, no lasting powers of attorney or a pension nomination that was never updated. Answer eight quick questions to see your score and what to fix first.
What the check looks at
Whether you have a valid, up-to-date will, whether life events may have changed it, lasting powers of attorney, guardians for young children, pension nominations, and whether your estate may be large enough for inheritance tax to matter.
Where Omni helps
Wills, lasting powers of attorney and trusts are provided through our sister company, Omni Lifetime Planning. Our financial advisers look after the pensions, investments, life cover and inheritance tax planning that sit alongside them.
Important information
General information, not legal or tax advice. The Financial Conduct Authority does not regulate will writing, lasting powers of attorney, trusts or tax advice. Tax treatment depends on individual circumstances and may change in the future.
Talk to an adviser
Book your free first meeting
No obligation. We’ll listen, explain your options and only recommend what’s right for you.
Related
You may also be interested in
Q&A
Questions & answers
How often should I review my will?
Every three to five years, and after any major life event such as marriage, divorce, a new child, moving home or a large change in your wealth.
Is the check free?
Yes. There is no charge and no obligation.
Your first meeting is free
Talk to an independent financial adviser in St Albans. Call 01727 223251 or send us a message.