Wealth check

Our ‘wealth check’ is designed to help you to safeguard your assets, learn how to invest wisely and, most importantly, enjoy your money. We have teamed up with highly-acclaimed law firm Dickinson Dees to offer you, our homebuyers a wealth check to safeguard your assets, learn how to invest wisely, and most importantly, enjoy your money.

Buying a home at any time is a major undertaking. For those buying property for the over 55's (whether to occupy or let) there are many issues to be considered and lots of pitfalls if you don't take expert advice. For this reason William Leech 55+ and Dickinson Dees* have joined together to provide a new service for buyers of William Leech 55+ properties.

Dickinson Dees offer personal and independant advice on issues such as:

• Inheritance tax;
• The new pre-owned assets income tax charge;
• Issues to consider if you are buying a William Leech 55+ home as an investment;
• Issues to consider if you are buying a William Leech 55+ home with a relative or friend, or for a relative or friend, to live in;
• Wills;
• Enduring Powers of Attorney;
• Living Wills;
• Trusts;
• Residential Care Home issues;
• Buying a property overseas.

Download our 'help with lifestage financial planning' brochure here (1.49mb).