Making a Will is one of the most important things you can do. It allows you to control what happens to your money and assets; who will manage your estate when you die and gives clear guidance when it is needed the most.
The only way to ensure your wishes are carried out after your death is to make a Will. Should you die without making a Will, the intestacy rules will apply.
This could mean that the people you love do not inherit what you intended. Thus, making an already difficult time even more distressing for your family and those closest to you. There are several ways that you can provide for your loved ones after your death. Our aim is to deliver a high level of service and sensitively guide you through your options so you can make informed decisions.
Allowing you to specify who gets what and when; deciding funeral arrangements; appointing who you want to manage your estate and appointing guardians for your children. Updating your Will due to a change in your financial circumstances or a change in your marital status.
Setting up a Trust in your Will to protect vulnerable beneficiaries or to manage competing interests, particularly those arising from second marriages or civil partnerships, or to assist with care fee planning or inheritance tax mitigation.
Assisting with cross-border Wills if you have property or assets abroad or if you are non-UK domiciled.
A Declaration of Trust allows you to record financial arrangements if you own a property with someone else or if someone has an interest in your property. It allows you to determine what each person is entitled to and what should happen if the property is sold.
Advising you on how to manage your estate to maximise inheritance tax savings and liaising with local independent financial advisors to ensure your Will works for you.
Tailoring advice to your personal circumstances, family situation, business, and assisting you with preparing any letter of wishes to sit alongside your Will.