Wills
It is estimate that over 60% of people do not have a Will. This leads to many disputed estates, assets unprotected from inheritance tax and care fees and sometimes beneficiaries unfairly provided for.
A Will provides peace of minds that your estate will pass to in accordance with your wishes. A will allows you to appoint executors, guardians, make gifts and provide for children, charities, friends or your Partner if you are not married. A will can also help to reduce your inheritance tax liability. Without a Will, your estate will pass under the rules of ‘intestacy’.
Depending on your circumstances there are different types of Wills.
1. Simple Wills
2. Life interest/property protection trust Wills
3. Discretionary trust Wills
We can offer:
- Inheritance tax planning
- Safeguarding assets for future generations
- Planning for residential care and protecting assets to fund that care
- Protect children from previous relationships
- Protect vulnerable beneficiaries
- Help with succession planning for business owners
- Help with succession planning for Farmers
Why Choose Us?:
By making an appointment with us, we will advise you on the Will suitable to your circumstances.In addition, we will ensure you will maximise inheritance tax reliefs and carry out your wishes in the best interests of you and your beneficiaries.
For further information on the process of making a Will, please see our Will guide above.
To learn about what trusts you may wish to consider putting in your Will, please see our Trust page
There are two appointments required. The first is to take your instructions. Following this meeting you will be sent a draft of your Will and once approved a second meeting will be arranged to sign your Will.
You will have a draft Will sent to you following the first appointment within 7 working days.
You should review your Will at least every 5 years to ensure it is up to date with any legal changes. It should also be reviewed when significant life events occur e.g. marriage, divorce, children are born or when you have purchased a new home.
Yes
Mirror Will without a Trust - £540 + VAT (includes both Wills)
Single Will without a Trust - £320 + VAT per Will
Life Interest Will (single) - £600 + VAT
Life Interest Wills (double) - £950 + VAT
Discretionary Trust Will (single) - £750 + VAT per Will
Discretionary Trust Will (double) - £1200 + VAT per Will
Statement - £150 + VAT
Letter of Wishes - £150 + VAT
Notice of Severance - £150 + VAT
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