Wills & Estate Planning

Writing a Will is so much more than simply getting your affairs in order. They ensure a number of things, including: your wealth passes to the people you want it to; your children have appropriate guardians appointed to look after them; your specific funeral wishes are explained; and that, where appropriate, you pay as little tax possible. This ultimately means that your loved ones have to worry less about, and receive more from, your Estate. So, why wouldn’t you write a Will?

We strongly recommend you write a Will if any of the following apply to you:-

  • You own property;
  • You have children under the age of 18 years;
  • You have specific funeral wishes;
  • Your Estate is likely to be taxable;
  • You are living with a partner but you are not married or in a civil partnership;
  • You have a complex family setup, such as second marriage and/or step-children;
  • You want to make provisions for friends, charities or other organisations; or
  • You want to prevent a particular person from inheriting from your Estate.

We prepare Wills on a fixed fee basis with no hidden costs involved. We also offer a free, no obligation, Will consultation to discuss your needs and personal circumstances. Contact us today if you would like to book an appointment with one of our specialists.

We can also assist you in preparing Lasting Power of Attorneys so that your affairs are well managed by someone you trust in the event you become incapable of managing them yourselves. To find out more about Lasting Power of Attorneys click here.

When someone you know becomes unable to manage their affairs, either through accident or illness, you may need to consider obtaining a Deputyship Order so that you can manage their affairs instead. Deputyship applications can be lengthy and complex but our team of experts would be happy to assist you throughout the whole process.

If you own a property with another person, or if a 3rd party has a beneficial interest in your property, then you may wish to consider putting in place a Declaration of Trust to set out your respective interests. You may also want to consider a Declaration of Trust for Income Tax purposes on investment properties. Get in touch today to find out more.

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