FINANCIAL PLANNING

A Will is the cornerstone of financial planning. It is a document which makes sure the right money gets to the right people at the right time.

I have worked in the financial services industry since 1988 and qualified as a financial planner in 1994. Prior to arriving in Dubai in 2001, I ran my own independent financial planning practice in UK working closely with accountants and solicitors. In addition to providing a Will preparation, I am also in partnership with a fee based financial planning service with offices in U.K., Europe and Middle East.

I believe in empowering clients with the knowledge to make informed decisions about their finances. Helping them understand what needs to be done to achieve their goals and providing advice along their journey to financial independence.

If you would like to discuss your finances, please call 050 594 5217 or contact me

WE ARE HERE TO HELP WITH ANYTHING YOU NEED, GIVE US A CALL.
+971 50 594 5217

CLIENT TESTIMONIALS

"We moved to Dubai about a year ago. We didn't have much so we had never thought about writing Wills before. Stuart was able to explain the consequences of not having a Will and so I was able to make an informed decision."

“Stuart has been our financial planner for over 15 years, when he launched Great British Wills we chose his company to provide us with our new wills."

D&S

"I'd always put off writing my Will as it was a subject I did not want to think about and I did not think
it was really necessary. Then I read about the problems expatriates families can experience on their death without a valid will and I realised I had to take action. Stuart made the process simple and helped me get my thoughts down on paper. It was a lot less hassle than I thought it would be."

"We have lived in Dubai for many years and had not given our wills too much thought since we wrote them in the mid 90's. Our circumstances have changed so much over the last 20 years that the Wills were really out of date. Great British Wills gave us a convenient way of updating our Wills to reflect our current circumstances."

John & Caroline Coleman

"When my wife told me we were expecting our first baby, I knew I had to make sure my new family would be taken care of if the worst was to happen to me. Part of this was making a Will for the first time. I have known Stuart for about 10 years and so Great British Wills was a natural choice. Stuart was able to answer my questions and guide me through the process with no fuss."

"For me the best thing about the service was the convenience, there was some preparatory work but once this had been done Stuart came to our home at a time that suited us and we were able to discuss all aspects of our wishes with him"

K & S

"I am sure this is a difficult subject to discuss for everyone. Stuart is highly professional and tactful in his manner."

"Having recently separated from my wife and with divorce on the way, I wanted to update my Will. Great British Wills was able to offer me a cost effective solution."

"Stuart has been an excellent advisor during the process of building our Will. In what can be a difficult process, he was able to empathise and advise us in a way that was perfect for us as people and suited to our circumstances. Wills can be very complicated in UAE. Stuart has immense knowledge and will help you to navigate this, so you end up with a product that is truly individual and perfectly suited to you. Thanks Stuart"

Michael Irvine

WHAT HAPPENS IF I DO NOT HAVE A WILL?

Why pay for a Will, if you do not need it? In some circumstances, there is no need for a Will. However, for expatriates living in UAE, this is very rare.

Where no valid Will exists or no Will can be found the deceased will be treated as having died ‘intestate’. The treatment of the deceased’s assets depends on factors such as where the assets are located.

For assets in UK, married couples with children have a right to all of their deceased spouse’s personal effects as well as the first £250,000 of the estate plus half of any amount over £250,000. The balance is distributed evenly between the children. This can cause problems. For instance, where the main asset is the matrimonial home and one of the children wants their inheritance causing the property to be sold.

Where there are assets in UAE and there is no Will the situation is complex, local law requires a Sharia scholar to be appointed. This person will oversee the distribution of the assets within UAE in accordance with Sharia principles. The distribution will depend on the relatives of the deceased and others who may make a legitimate claim on the assets such as lenders.

For further information, please contact us.

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