Other Services

Wills & Trusts

Most people see making a will as something to leave until later in life, or they put it off assuming that it’s an expensive process to go through. These days, there’s no reason for writing a Will to be time consuming or costly. Wills and Trusts can save you money too – the more you plan now, the less inheritance tax will be payable on your death.

We have expertise in all aspects of this process, from the preparation of wills to advice on whatever provisions you wish to make in the management of your estates, finances and assets. You might also want to discuss trusts with us, to ensure financial responsibilities can be properly fulfilled, or to protect the inheritance of family members, during your lifetime and beyond.

We’ll work with you to make the best of your assets, planning carefully and intelligently so as to benefit your family as much as possible after your death.

We are unable to provide you with advice on wills, however we can introduce you to a specialist.

How can we help you?

Send us a short email to enquiries@atmortgages.co.uk with your queries or give us a call on 02380 443331.

Conveyancing

Conveyancing is the legal term for the change of ownership of a property. If you're buying or selling a property or a remortgage, you will need conveyancing support. You should seek help with conveyancing as the process can become very complicated. We are here to insure that this is arranged as straightforwardly as possible.

First time home buyers especially will need help with the process of conveyancing, which involves investigation; assessment of draft contracts; exchange of contracts; completion and post-completion paperwork.

We feel that even if you have been through the conveyancing process before, whether buying or through a remortgage, there are always questions that may arise. Your mortgage advisor will be able to answer these in full or point you in the right direction.

We are unable to provide you with advice on conveyancing, however we can introduce you to a specialist.

How can we help you?

Send us a short email to enquiries@atmortgages.co.uk with your queries or give us a call on 02380 443331.

Investments & Pensions

Saving for retirement is something that most of us put off for as long as we can. But the reality is that the sooner you start paying into a pension the higher your income in retirement is likely to be. If you're working you're usually building up the right to a basic State Pension – and possibly an additional State pension – but these may not be enough to give you the standard of living you want.

In addition getting your financial affairs in good shape, with funds available to meet unforeseen costs, to pay education fees, to reduce your mortgage or to support you in retirement, can increase your sense of security and freedom. There are, of course, times in our lives when saving money will be difficult (for example, when studying or bringing up children), but it is important to look ahead. Saving little by little out of your income or investing lump sums when you can, all helps. Holding savings for a long time means they can grow in value as well.

We are unable to provide you with advice on pensions or investments, however we can introduce you to a specialist.

How can we help you?

Send us a short email to enquiries@atmortgages.co.uk with your queries or give us a call on 02380 443331.