Wills

Making a will is a fundamental part of any financial or estate planning. By making a will it is possible to ensure that an estate passes in accordance with wishes upon a person’s death rather than the rules of intestacy which would apply if they were to die without making a will.

A carefully drafted will can also achieve the following:

  • Protect and preserve assets for the benefit of a spouse, children and future generations, often through the use of trusts
  • Provide for a spouse from a second or further marriage but protect assets for the benefit of children from an earlier marriage
  • Maximise inheritance tax reliefs which may be available on the value of a business or agricultural property

In producing wills we take time to discuss family background, details of assets, aims and how best to achieve them. This ensures that a will is prepared in accordance with specific needs.

The majority of wills that are prepared are charged on a fixed fee basis which provides the reassurance of knowing in advance what the cost is.

The STEP will writing code is adhered to. To view the code click here.

To make the first step in writing your will please complete our questionnaire and send it to us at [email protected].

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2019 was another busy year for claims challenging the validity of wills so as we start a new year and indeed, a new decade I look back at some of the big cases from 2019 and review what we have learnt from them.

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A family member or friend may choose to appoint you to administer their estate and carry out the provisions of their Will. If you choose to accept the role, there are a number of key responsibilities which may arise during the process.

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A Will is not just for Christmas … or for the rich

In September 2019 research carried out by the Remember a Charity consortium revealed that almost one third of British people believed they only needed to make a will if they were very rich.  The research also revealed that almost 2/3 of adults across the UK do not have a will.  Many are unaware of the potential flexibility of will writing and nearly 2 in 5 (37%) assume their estate will automatically pass to their partner and children.

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