Client Disclaimer

Welcome to Genesis Wills and Estate Planning Ltd! We are thrilled to have you as a valued client for your estate planning needs.

Important Notice: Disregarded Services (DISCLAIMER)

We hope this finds you well. We would like to take this opportunity to thank you for choosing our services for your estate planning needs. Your trust and confidence in us are greatly appreciated.

We understand that during our Will consultation, you chose not to proceed with certain services that we recommended for your estate plan. To ensure transparency and provide clarity regarding these choices, we have outlined below the products you opted not to include:

                                                                                        [X] Lasting Power of Attorney      [X] Property Trust

It's essential to understand the significance of these products and why we strongly advise considering them for your estate plan:

• Lasting Power of Attorney (LPA): An LPA allows you to appoint trusted individuals to make important decisions on your behalf should you become incapacitated. Without an LPA in place, the process of managing your affairs can be costly, time-consuming, and emotionally taxing for your loved ones.

• Property Trust: Including a Property Trust in your will helps safeguard your property against potential care fees in the future. By ring-fencing your property within a trust, you can ensure that it is preserved for your beneficiaries, rather than being depleted by care costs. This strategy can also provide the additional benefits of saving on Probate fees and potentially reducing your Inheritance Tax liability.

We understand that making decisions about your estate plan can be complex, and we respect your choices. However, we urge you to reconsider the importance of the products and services mentioned above in securing your future and protecting your assets.

If you have any questions or would like to discuss these options further, please don’t hesitate to contact us. Our team is here to provide guidance and support tailored to your needs.

Thank you once again for choosing us as your trusted advisors. We look forward to assisting you in any way we can.

Please note that any potential consequences arising from decisions to not utilize the recommended services will not be the responsibility of Genesis Wills and Estate Planning Limited.

By checking the box, you acknowledge that you understand the potential risks associated with declining the recommended services, and that these risks remain solely your responsibility.