Westfield FS and Wills

Westfield FS and Wills Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Westfield FS and Wills, Legal Service, 4 Woodlands Drive, Skipton.

Independent financial advisers offering a wide range of products and services:

David Hall (FCA 916418) is an appointed representative of Lakeside Wealth Management Ltd (FCA 458204) and is authorised and regulated by the Financial Conduct Authority.

Many people assume their home would automatically pass to their partner or closest loved one if they died, but without a...
29/05/2026

Many people assume their home would automatically pass to their partner or closest loved one if they died, but without a will that is not always the case. In England and Wales, the rules of intestacy decide who inherits, and the result may be very different from what you would have wanted. Our latest Westfield Wills article explains what can happen to your house if you die without a will and why putting your wishes in writing matters.

Find out what can happen to your house if you die without a will in England and Wales, and why putting your wishes in writing matters.

Thinking about taking your pension tax-free cash?It can feel exciting to access a lump sum, especially if you have plans...
28/05/2026

Thinking about taking your pension tax-free cash?

It can feel exciting to access a lump sum, especially if you have plans to clear debt, help family, make home improvements or enjoy retirement a little more. But taking pension tax-free cash is not always a decision to rush.

Our latest article looks at what to consider before taking your lump sum, how it could affect your future retirement income, and why getting advice can help you make a more confident choice.

Read the full article here:

Taking pension tax-free cash can be tempting, but is it always the right decision? Learn what to consider before accessing your pension lump sum.

Not everyone has children, close family, or someone obvious to leave their estate to. But that does not mean your Will h...
26/05/2026

Not everyone has children, close family, or someone obvious to leave their estate to. But that does not mean your Will has no purpose. Our latest blog explores meaningful ways to leave a lasting legacy, from friends and neighbours to charities, local causes and animal welfare.
Read the full article here:

Not sure who to leave your estate to? This heartfelt guide explores meaningful ways to leave a legacy, from friends and charities to local causes and pet care.

Buy Now Pay Later can feel like a simple way to spread the cost of everyday purchases, but small payments can quickly ad...
26/05/2026

Buy Now Pay Later can feel like a simple way to spread the cost of everyday purchases, but small payments can quickly add up if you have several agreements running at once.

Our latest article looks at why BNPL should be treated carefully, how everyday debt can build quietly, and why reviewing your finances can help you stay in control.

Read the full article here:

Buy Now Pay Later can feel like an easy way to spread costs, but small payments can quickly build up. Learn why BNPL should be treated carefully as part of everyday budgeting.

Retirement is a big life change, especially for couples. Different pension ages, income needs, lifestyle goals and long-...
19/05/2026

Retirement is a big life change, especially for couples. Different pension ages, income needs, lifestyle goals and long-term plans can all affect your future together. Our latest article looks at why couples should plan retirement as a team, and how a clear financial plan can help you move forward with confidence. Read the full article here:

Retirement planning as a couple can help you align pension ages, income needs, lifestyle goals and long-term financial security. Find out why planning together matters.

Would your child be ready to inherit at 18? Many parents feel that is too young for a large sum of money. In our latest ...
18/05/2026

Would your child be ready to inherit at 18? Many parents feel that is too young for a large sum of money. In our latest blog, we explain how trusts for children, bereaved minor trusts and 18-to-25 trusts can help protect your child’s inheritance until the right time.
Read more here:

Find out how trusts for children can help parents protect inheritance, appoint trustees, plan for young beneficiaries and delay access beyond age 18.

Confused about trusts? You’re not alone. They can sound complicated, but the right trust can help protect loved ones, ma...
15/05/2026

Confused about trusts? You’re not alone. They can sound complicated, but the right trust can help protect loved ones, manage inheritance and provide peace of mind.
We’ve put together a friendly guide explaining the different types of trusts and when they may be useful.
Read more here:

Confused about the different types of trusts? This friendly guide explains bare trusts, discretionary trusts, life interest trusts, property protection trusts and more.

Could you be paying more tax without realising it? Frozen thresholds, savings interest, dividends and pension withdrawal...
12/05/2026

Could you be paying more tax without realising it? Frozen thresholds, savings interest, dividends and pension withdrawals can all quietly increase your tax bill. Our latest article explains why regular financial planning reviews can help you make better use of your allowances and keep your money working efficiently. Read the full article here:

Frozen tax thresholds, savings interest, dividends and pension withdrawals could mean you are paying more tax than expected. Find out why a financial review could help.

Retirement ages are changing, and many people may face a gap between when they want to stop working and when their pensi...
01/05/2026

Retirement ages are changing, and many people may face a gap between when they want to stop working and when their pension income begins. Our latest article looks at the rising State Pension age, changes to private pension access from 2028, and why now could be the right time to review your retirement plan. Read the full article here:

Retirement ages are changing, with State Pension age rising and private pension access moving to 57 from April 2028. Find out how to plan for the retirement gap

Worried about the headlines around “Claude Mythos” AI?If you’ve got money in savings, pensions, or investments, it’s nat...
23/04/2026

Worried about the headlines around “Claude Mythos” AI?

If you’ve got money in savings, pensions, or investments, it’s natural to wonder what this means for your financial security.

We’ve broken it down clearly—no scare tactics, just reassurance and facts.

👉 Read our latest blog to understand what’s really changing (and why your investments remain well protected).

What does Claude Mythos AI mean for your investments? A clear, reassuring guide to AI, cybersecurity, and protecting your financial future.

Address

4 Woodlands Drive
Skipton
BD231QU

Telephone

+441756540541

Website

https://westfieldwills.co.uk/

Alerts

Be the first to know and let us send you an email when Westfield FS and Wills posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to Westfield FS and Wills:

Shortcuts

Share

Category