Wills, Trust and Tax Planning

Making a Will is how you decide what happens to what you own, and who looks after the people who matter to you. We’ll help you get it right.

A Will is one of the most useful things you can put in place for the people you love. It sets out who inherits what you own and names the people you trust to carry out your wishes. Without one, the law decides who inherits, and that may not match what you would have wanted.

When it’s worth making or reviewing a Will
It’s easy to put a Will off, and just as easy to make one years ago and then forget about it. It’s worth making a Will, or looking again at an existing one, when your life changes. That might be when you:

• Buy a home
• Marry, enter a civil partnership or divorce
• Have children or grandchildren
• See your finances change
• Want to set up a trust or plan for inheritance tax

How we can help
Whether you need a straightforward Will or something more involved, we’ll talk it through with you first and then draft a Will that does what you need. We advise on:

• Straightforward Wills
• Mirror Wills for couples
• Updating or rewriting an existing Will
• Appointing executors and guardians
• Trust Wills and protecting assets for the future
• Inheritance tax planning

Trusts and tax planning
A Will can do more than pass things on. Used well, it can protect assets for a partner or for children, provide for someone who isn’t able to manage money themselves, and reduce the inheritance tax your estate might pay. We’ll explain in plain terms whether a trust or some tax planning would help in your circumstances, so you can decide what’s right for you.

How it works

• We meet to talk through what you want and who you’d like to benefit
• We draft your Will and send it to you to read
• We make any changes until you’re happy with it
• You sign it with us, properly witnessed, so it’s valid

Most people find making a Will quicker and simpler than they expected, and are glad once it’s done.

TIMESCALES AND FEES