Crystal Life Planning

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Crystal Life Planning

Last will & Testament, Lasting Power of Attorney, Estate Planning, Family & Property Protection Trust, Financial Planning

30/01/2023

If you are looking for professional Financial planning, Skipton who we have a working partnership with will offer you a free meeting with no obligation, they are happy to do personalised reviews in your home or local branch.
They also offer video appointments.
They’ll take the time to understand your situation, what you want from your money, and check your existing savings, investments and pensions. After that, you’ll be presented with tailored recommendations to help strengthen your plans.

There’s no pressure to act – and a charge will only apply if you choose a recommendation.
Financial advice is different for everyone.
For you, it might be getting help to start investing. For someone else, it might be trying to boost a retirement fund, minimising inheritance tax liability or finding the best way to use an ISA allowance.
Everyone’s different – but most people have one thing in common, they want to grow their money. That’s where financial advice could help.
Check out our website for further details;

https://crystallifeplanning.co.uk/our-services/financial-planning/

25/01/2023

A lasting power of attorney (LPA) is a way of giving someone you trust, your attorney, the legal authority to make decisions on your behalf if you lose the mental capacity to do so in the future, or if you no longer want to make decisions for yourself.

Find out more by visiting our website and downloading our brochure, or arrange a meeting in the comfort of your own home with one of our team.

www.crystallifeplanning.co.uk

20/01/2023

Use our will planning tool to start your will today.

It’s FREE with absolutely no obligation. It’s Your Will, therefore it needs to be Your Way.
Just head to our website click the link: START YOUR WILL TODAY

Once you have entered your details, proceed to answer all the questions.
We will call you to answer any further questions ‘you’ may have and take additional information that may be needed.
Once the process is completed, it’s crystal clear, you decide if you wish to proceed.

www.crystallifeplanning.co.uk

Call a member of the team on: 0800 464 0688

17/01/2023

Will writing can be a stressful and complex process as it is a legal document to ensure your wishes are carried out after your passing.

To discuss the planning of your estate, call a member of the team on: 0800 464 0688
Or visit our website to download our brochure here:
https://crystallifeplanning.co.uk/brochure-request/

12/01/2023

Having a legally written Will protect your spouse, children, and assets. It can detail exactly how you would like things handled after you have passed on.

If this is important to you, contact the team at Crystal Life Planning for a no obligation discussion.

Contact us on: 0800 464 0688

Download our brochure here; https://crystallifeplanning.co.uk/brochure-request/

09/01/2023

Are you confused with Probate LPA and Wills?

Does probate override a will?
Having a will and probate are two entirely separate things, however, they both relate to events that happen after death.
A will allows the testator (the person writing the will) to record their wishes, whereas probate enables the personal representatives to action the testator’s wishes.

Find out more from the Crystal Life Planning team;
Contact us:
www.crystallifeplanning.co.uk
Call a member of the team on: 0800 464 0688

05/01/2023

Take advantage of our ‘HOME VISIT GUARANTEE’

Our consultants come to see you in the comfort of your own home at no cost to you.
After you have seen one of our consultants and been given all the information you require, the choice is then yours to make. GUARANTEED no pressure, this is your decision.

www.crystallifeplanning.co.uk
Call a member of the team on: 0800 464 0688

02/01/2023

Estate Planning can arguably be one of the most important things you can do to protect yourself and your family. However, it is often overlooked or left too late. Take a look at our website and request a brochure for further information or contact a member of the team.

https://crystallifeplanning.co.uk/brochure-request/

Call a member of the team on: 0800 464 0688

28/12/2022

A power of attorney allows someone to appoint another person an “attorney-in-fact” or “agent” to act in place of him or her the “principal” if the principal ever becomes incapacitated.

There are two types of powers of attorney: financial and medical. Financial powers of attorney usually include the right to open bank accounts, withdraw funds from bank accounts, trade stock, pay bills, and cash checks. They could also include the right to give gifts. Medical powers of attorney allow the agent to make health care decisions.

In all of these tasks, the agent is required to act in the best interests of the principal.

Find out more on our website;
www.crystallifeplanning.co.uk
Or for more information, help and advice: Call a member of our team on: 0800 464 0688

25/12/2022

🎄 Wishing you all a very merry Christmas,
from the team at Crystal Life Planning 🎄

19/12/2022

Choose carefully;

A power of attorney is one of the most important estate planning documents, but when one sibling is named in a power of attorney, there is the potential for disputes with other siblings.

Ensure all your affairs are in order! Visit our website to download our brochure.
www.crystallifeplanning.co.uk

Or if you prefer further information, help and advice: Call a member of our team on: 0800 464 0688

15/12/2022

Can power of attorney keep family away?

An agent under a financial power of attorney should not have the right to bar a sibling from seeing their parent/s.
A medical power of attorney may give the agent the right to prevent access to a parent if the agent believes the visit would be detrimental to the parent’s health.

For more information please visit our website
www.crystallifeplanning.co.uk
For help and advice: Call a member of our team on: 0800 464 0688

Address

The Old Mill House, Deakins Business Park, Egerton
Bolton
BL79RP

Website

http://www.crystallifeplanning.co.uk/

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