Wills and Estate Planning

A will provides peace of mind, knowing that your legacy will be handled as you intend. Having a will ensures that your assets are distributed according to your wishes, preventing disputes and reducing the burden on your loved ones.

It’s crucial to have a well-crafted will and estate plan. A ‘simple’ will often isn’t enough to cover these concerns.

A posh pen on an unfinished copy of a will.

Why Choose Us?

Expertise You Can Trust

Our team is made up of highly experienced professionals specialising in wills and lasting power of attorney services. We ensure that every document is legally sound and tailored to your unique circumstances.

Personalised Solutions

We understand that every individual and family is different. Our approach focuses on understanding your needs and providing bespoke solutions that give you peace of mind.

Jargon-Free Advice

Legal terms can be confusing. We pride ourselves on delivering straightforward, easy-to-understand guidance, so you always feel confident in the decisions you make.

We helped Mr and Mrs P ensure their estate was passed to their son and daughter and not their ex-son in law.

Case Studies

We have just helped Mr & Mrs G ensure their estate is passed correctly to their disabled children in a way that ensures their children's disability benefits will not be impacted.

We helped Mr & Mrs C ensure their estate was passed onto their children in the most IHT efficient way to reduce what would have been a higher IHT bill for their children to pay.

Helped Mr & Mrs P ensure that should either of them suffer a serious accident or illness, decisions could be made for them by people thy know and trust rather than a court

FAQs

  • If you pass away without a will, your estate will be distributed according to the laws of intestacy, which may not reflect your wishes. This can lead to delays, family disputes, and unintended outcomes, such as loved ones being excluded. Alternatively, your estate could end up on the hands of the government.

  • You can name guardians in your will to care for your children if you die while they are under 18. This ensures your wishes are clear and legally binding.

  • Absolutely. Leaving a charitable donation in your will can be a meaningful legacy and may reduce inheritance tax on your estate.

    We are proud supporters of Remember a Charity.

  • If your chosen executor dies or is unable to act, the responsibility may fall to an alternative executor named in your will. It’s wise to name a backup executor for such situations.

DIY Disaster

Writing your own will might seem easy, but it can lead to serious problems. Mistakes or unclear instructions could make your will invalid or cause disputes among your loved ones. If your situation is complicated, like having a blended family or property abroad, it’s even harder to get it right without expert help. A DIY will could cost your family time, money, and stress. Having a professional write your will ensures it’s clear, legal, and reflects your wishes.