Josephine Wolo Consultancy

My name is Jo, and I have been a self employed mortgage advisor for 19 years. I awoke to the financial fraud in the mortgage business and walked away from this career to help people protect their assets. 

I have been engaged in working with Trusts for many years and have written a book about 'Trusts, Wills and Protection' although I am not promoting this service here due to CABI having its own 'Assembly Folk Trust' designed specifically for Members. 

I am here to provide a range of consultancy services that will help you to protect your assets and future inheretence.

Wills

Having a Will is essential for ensuring your wishes are honoured after your passing. It provides clear instructions on how your assets should be distributed, minimising the potential for family disputes. Without a Will, the law determines who inherits your estate, which might not align with your intentions.

Lasting Power Of Attorney 

Having a Lasting Power of Attorney (LPA) ensures that trusted individuals can make important decisions on your behalf if you lose the ability to do so. By setting it up in advance, you maintain control over who acts in your best interests, offering peace of mind and safeguarding your wishes.

Tenants In Common

Holding property as Tenants in Common can be particularly beneficial when one owner is elderly. Unlike Joint Tenancy, where ownership automatically passes to the surviving co-owner, Tenants in Common allows each person to own a distinct share of the property which can be passed on through their Will.