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Mortgages & Protections | Do I need to update my Will?

Updated: Aug 7, 2023

When you are buying a home or another investment property, a number of questions can surface, including the very important - do I need to update my Will?

The reality is that all these things mesh together and one impacts the other. The simple answer is yes, but in reality, it is not as straightforward. We can advise you on this matter at Penn Financial. That saves you valuable time and the need to go elsewhere. We will, free of charge, have a preliminary discussion with you about your need to have a Will in place if you do not have one yet and possibly a Lasting Power of Attorney for your finances and health. I am genuinely the only person I know in the country who is a qualified Solicitor and a qualified mortgage broker who can navigate these issues holistically while we are Regulated by the Solicitors Regulation Authority and the Financial Conduct Authority respectively. If you would like a free preliminary chat with me, please feel free to call me on 073 76 76 73 44.

The information provided in this article is not intended to constitute professional advice and neither is it a recommendation. You should take full and comprehensive legal, accountancy or financial advice as appropriate on your individual circumstances by a fully qualified Solicitor, Accountant or Financial Advisor/Mortgage Broker before you embark on any course of action. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE. For expert mortgage advice for first-time buyers, contact us now:

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