Life and Legacy Newsletter is a regular update from Simon Hall Will Writing Services helping to provide peace of mind in the year ahead.
New Year, New Peace of Mind
January is a special month for us as we celebrate our business birthday… so we hope you share our enthusiasm for good things to happen in 2025. Now in our seventh year we feel we are gaining momentum, with more to offer, and we’d love to hear from you!
This past year, weâve had the privilege of helping many individuals and couples secure their familiesâ futures. Weâve also grown as a business, attending conferences and networking events which we touch on below. As 2025 unfolds, weâre here to assist you further!
You may already have a Will in place… or perhaps it needs updating? Or maybe you need to consider a Lasting Power of Attorney to ensure your wishes are respected. Or additional ways to protect your legacy? Whatever the case we are here for you to ensure complete peace of mind.
Here’s wishing you a very prosperous 2025!
Simon & Linda
ONGOING PROFESSIONAL DEVELOPMENT
Institute of Professional Will Writers and Will Writing Academy Conference 2024
At Simon Hall Will Writing Services we embrace a culture of ‘life long learning’. We also think it’s important to be part of a professional body relevant to your field of expertise.Â
We recently attended a conference run by the Institute of Professional Will Writers and the Will Writing Academy. It was a great trip up to Daventry and we came back truly inspired!
Fun and games with Entrepreneur's Circle!
Though we deal in a serious subject, we do so with a positive attitude and good humour. And part of our business model is networking, specifically by hosting Entrepreneur’s Circle gatherings in Exeter each month. During the Summer we were pleased to attend a superb garden party at the founder, Nigel Botterill’s home! It was a privilege to be among such brilliant people and enjoy the activities. If you are in business, perhaps you would like to attend one of our meetings? Email us at office@simonhall.info to let us know!
HELPFUL INFO
How to exclude someone from your Will?
The need to exclude a family member from inheriting can be one of the most difficult decisions. We can help ensure your wishes are upheld.
When is the right time to have a Lasting Power of Attorney in place?
Are you a carer? Does the person you care for need an LPA? (Lasting Power of Attorney)
Stepchildren and Inheritance
Unlike biological children who are natural heirs, step-children do not have an automatic right to inherit. Here’s how to make the right decisions for your family circumstances.
MEET OUR KEY COLLEAGUE
Tasha Pullen â Financial Advisor
At Simon Hall Will Writing Services we enjoy watching people and their businesses grow. We also get to partner with local businesses like Hamilton Pullen Financial Planning Ltd. Our colleague Tasha has worked in financial services for over 30 years and is well equipped to advise you in all aspects of financial planning. She is a Vouched ForTop Rated Advisor for 2024 and we recommend her for retirement planning, wealth protection, savings and investments.
Simon saysâŚ
"Plan ahead!"
During January, itâs natural to set goals for our health, careers or personal growth. Research shows that those who write down their goals are more likely to achieve success. The same principle applies to lifeâs bigger picture â things weâd rather not dwell on but know are essential. Planning for what happens after weâre gone is just as important. Estate Planning isnât about being overly cautious; itâs about ensuring your wishes are clear, your loved ones are protected and your legacy is preserved. A little planning today can prevent a lot of uncertainty tomorrow â because peace of mind comes from knowing youâve prepared for every chapter of life.
Robin W âď¸ âď¸Â âď¸Â âď¸Â âď¸Â 06/01/2025
“My wife and I are very happy with the service we’ve received from Simon Hall Will Writing Services. Our initial meeting was thorough, and helped us to understand the process from beginning to end. Simon was also willing and able to provide us with advice on a couple of tricky matters. Our Wills were produced very quickly, with no need for edits beyond the initial draft. Then entire process was completed in just a few weeks, for a very reasonable price.”
We’d love to connect witn you further…
Member of theInstitute of Professional Willwriters â Professional ⢠Ethical ⢠Competent
Simon Hall Will Writing Services
Simon Hall Will Writing Services was started by Simon Hall in 2019 to provide our clients with peace of mind both now and in future. We offer Wills, Trusts, Lasting Power of Attorney and Probate.
