Fortuna Wills & Estate Planning

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Fortuna Wills & Estate Planning We help people create a plan to ensure they leave their hard earned assets to the people they love and ensure they do so in a tax efficient manner.

Making a Will isn't just something to think about when you retire.If you’re a homeowner, have children, share assets wit...
15/10/2026

Making a Will isn't just something to think about when you retire.

If you’re a homeowner, have children, share assets with a partner or have clear wishes about what should happen to your belongings, it may be worth considering now.

Ask yourself three questions:

Do I own anything I’d want particular people to inherit?
Are there people who depend on me?
Would my family know what I wanted if I wasn't here?

If those questions make you think, perhaps it’s time to have a conversation.

We can help you understand the next steps.

We hear this kind of thinking a lot — but making a   isn't just about being wealthy.Have you thought about:Who should in...
14/10/2026

We hear this kind of thinking a lot — but making a isn't just about being wealthy.

Have you thought about:

Who should inherit your share of your home?
Who you want to benefit from the things you own?
How you can make things clearer and easier for the people you leave behind?

You don't need to be a millionaire to have wishes worth documenting.

A Will can help give you a say in how your estate is distributed, rather than leaving everything to the rules that apply when someone dies without one.

Want to understand your options? Speak to us about what you can do.

08/10/2026

Putting your in place means that your affairs can be in order and you'll have one less thing to think about. Talk to us about yours and get that

06/10/2026

An unmarried partner doesn't automatically inherit your estate.
This is one of the biggest misconceptions. Simply living together does not give a partner the same inheritance rights as a spouse or civil partner under the intestacy rules.

02/10/2026

Writing a will isn't easy but that's why we're here. We can help you put down your wishes in the right way so that your wishes will be carried out excatly how you want

Your executors are responsible for your assets including those online this could be online banking, social media, photos...
24/09/2026

Your executors are responsible for your assets including those online this could be online banking, social media, photos and videos even online gambling accounts.

Without the right instructions about these accounts, they could be stuck and be left with major issues. But you can address this in your will and make sure that everyone knows what to do, how to access them and any other instructions.

Talk to us about how to ensure your digital world is covered in your will

📞 01902 240200 and we'll talk you through all you need to know

23/09/2026

Whether you don't have one or it's out of date, ignoring your won't get it resolved. Talk to us and once you've done it then you can move on

We all think it will happen to someone else but what about if it happens to you?  Becoming ill, incapacitated or unable ...
11/09/2026

We all think it will happen to someone else but what about if it happens to you?

Becoming ill, incapacitated or unable to make decisions for yourself could affect anyone at any time. So a could make sure that your wishes are still carried out how you would want them.

📞 01902 240200 and we'll talk you through and what it could look like for you

Address

Wombourn

Opening Hours

Monday 9am - 5pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 5pm
Friday 9am - 5pm

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