Ensure You Have a Valid Will

Thinking of moving home or buying a property? Now’s a good a time as any to make a will

Ensuring your will is valid and up to date with the help of a qualified will writer, could save your family time unnecessary upset in the future

There are millions of homeowners in the UK who don’t have a will. But if you want to make things as easy as possible for your family and friends after you’ve passed away, it’s a good idea to have one, especially if you’re in the process of buying a new home.

At Oportfolio, we handle will writing for our clients in-house and provide a service that’s professional and discreet. Our specialist finance experts are here to help you make a will and get your ‘house in order’.

These products are not regulated by the Financial Conduct Authority and we are not authorised via PRIMIS Mortgage Network to advise on them. These will be referred to a separate entity.

 

Ensure You have A Valid Will

Why you should make a will

Before you sit down with a will writer to make a will, think about who you want to benefit from it (and what happens if they pass away before you) and who you want to sort out your estate and affairs after you’re gone – known as an executor.

If you’re a homeowner it’s vital to have a valid will. And that is especially true you’re not married to or in a civil partnership with the person you live with, or you have a property overseas, or you’re not a permanent resident of the UK, or if you have children from a previous relationship, or you run a business.

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At Oportfolio, we love inspiring people and helping you to achieve your dreams - buying your own home, making the most of your existing finances, or investing in other properties.

We can help you find the right mortgage because our standing in the London market allows us to get access to the most competitive rates from a multitude of lenders.

To find out more, we invite you to download our latest brochure.

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Enjoy peace of mind with a valid will

Drawing up a will needn’t be a time-consuming or stressful experience. Your will writer will calmly talk you through the process and answer any questions you may have about what will happen to your property and your loved ones when you’re no longer around.

Having a valid will ensures your assets, including your property, are inherited by those people most important to you.

We strive for the highest standards of client care and are committed to offering tailored mortgage, insurance and personal protection policies that match the unique aspirations of every single client.

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