Wills & Tax Planning

If you die without a Will then your assets will be distributed in accordance with the Statutory Rules of Intestacy which are unlikely to accord with your wishes.  You might die with a Will that has not been reviewed for many years and again, your assets may not end up where you hoped.  Either way, the Revenue might take a bigger slice of Inheritance Tax than it would if you had sought our advice.

There are many reasons people give for not writing a Will: “I am too young”, “it’s too expensive”, “I haven’t got a large enough estate”, “it’s morbid”, “it’s frightening”, the list goes on… We understand them all but feel strongly that none of them is valid.

We offer a fast, friendly and comprehensive service that not only produces a valid Will for you but takes you through the thought process necessary to ensure that your assets are distributed in accordance with your wishes, whatever they might be.  Furthermore we will help you consider Inheritance Tax saving and other methods of planning for the future (for example Enduring Powers of Attorney) along the way.  We are comfortable drafting Wills of varying complexity to suit your needs including Wills incorporating nil rate band discretionary trusts.

We are very happy to meet you at your convenience (which may be at your home or out of normal office hours) to go through your requirements and what it might cost you.  Please do not hesitate to call us to discuss how we might help.