About Judy Bonfanti – Personal Estate Planning
My decision to get involved in Wills and Estate Planning was a result of personal experience. I learnt first-hand what happens when people are not prepared; the potential minefield that awaits; what actually happens if the correct paperwork is not in place; and how this adds to the stress of dealing with long-term illness and death.
These unfortunate outcomes can result in disputes between relatives, the loss of personal and family property, savings etc. Furthermore, according to the Laws of Intestacy, in the absence of a will, the person who inherits may not be the person intended/assumed. Depending on whether the deceased has a surviving spouse and/or children, there are rules which govern how the estate is both divided and distributed, and any distribution is done according to a statutory order of precedence.
In my personal experience, I had previously sought advice from a solicitor, but the advice I received was incomplete. I have now made it my mission to empower people to make informed decisions in order to avoid the additional and unnecessary heartache, pressure and cost, at an already difficult time. I aim to show people what a difference planning can make, not only for them, but for future generations.
I work in association with Countrywide Tax & Trust Corporation Limited and aim to offer a professional, personalised and friendly service, that imparts my knowledge and experience, and guides clients to make informed decisions that suit their situation and fulfil their needs.
More about me
I qualified as a Chartered Certified Accountant over twenty years ago, becoming a Fellow (FCCA) soon thereafter; I am now also a STEP Affiliate. I have spent many years in Practice, handling a large portfolio of clients, servicing their accounts and tax needs, as well as leading on regulated audits.
I currently offer a consultancy service in both Financial Controller and Financial Director capacities, drawing from my wealth of experience in both practical and managerial areas; facilitating change and progress.
