Wills

The importance of a will is often not considered until it’s too late.  Making a will and keeping it up-to-date is the best way to make sure your assets are distributed according to your wishes when you die.

Without a will, the rules of intestacy will apply and you will have no choice in who the beneficiaries of your estate will be. This can cause unnecessary friction at an emotional time for your family.

Review your will

That’s why it’s a good idea to review your will whenever important events in your life occur, such as:

  • Marriage, civil partnership or re-marriage
  • Divorce
  • New additions to the family
  • Moving home
  • A new business venture

When we draft your will, we take your circumstances into account and advise you on the best option for you and your family.

Wills and Inheritance Tax advice

A carefully written, legally valid will can help minimise exposure to Inheritance Tax in the event of your death and also provide tax planning for future generations.

Our expert solicitors will ask you:

  • What assets you own
  • How you want your estate to be distributed on your death
  • If you have any questions or concerns about your wishes

We will advise you on the structure of your will and on related matters, such as tax planning and asset protection.

The team are very experienced, accessible, practical and both we and our clients find them very easy to work with. They are flexible to clients needs and always willing and able to help.

The Legal 500 2021 - Personal Tax, Trusts & Probate

October 2020

How can we help you?

Our expert legal advisers

We have a large team of specialist solicitors, will writers and tax advisers who use their expertise to make sure your wishes are catered for.

Our expertise in advising on wills, succession planning and asset protection is recognised by The Legal 500 and Chambers HNW – independent guides to the legal profession.

We are skilled in advising:

  • Business owners and farmers
  • Unmarried couples and co-habitees
  • Clients with cross-border estates, whether resident in the UK or simply owning assets in the UK
  • Those who plan to remarry and couples with children from previous relationships
  • Clients seeking protection from care home fees
  • Clients who wish to provide for vulnerable beneficiaries, for example beneficiaries who are disabled or in need of protection due to financial or other circumstances

Many of our team are members of the Society of Trust and Estate Practitioners STEP which is the leading worldwide professional body for practitioners who advise on wills, succession planning and asset protection.

Contact Aaron Spencer or Joshua Williams to find out how we can you.

 

Our team accreditations

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