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Preparing your Will

If you own property or have the responsibility of a family, we believe you should have your Will prepared. Your family and business assets, no matter how modest, should be protected by minimising your tax burden now and in the future, with a view to providing security and an income in retirement and, eventually, being passed onto your heirs promptly.

A well drafted Will ensures you decide precisely who benefits on your death and it avoid the difficulties associated with intestacy and misunderstandings within your family. As well as mitigating Inheritance tax, money or assets can be left to a charity or friends. You can also specify who you wish to be your children’s guardians. As you grow older, you may be apprehensive about how you will cope in the future. We can advise on the benefits of a Lasting Power of Attorney which authorizes another person (or persons), chosen by you, to assist in the management of your affairs if you are no longer able to do so.

Your Will should be reviewed from time to time to take account of your current situation (you may have re-married, for example) and changes in the law.

  • Drafting and amending
  • Appointing executors and guardians
  • Effects of re-marriage/unmarried partners
  • Funeral wishes
  • Inheritance tax planning
  • Passing on family assets/business
  • Lifetime gifts
  • Setting up a trust
  • Pensions, insurance, investments
  • Retirement income
  • Lasting Powers of Attorney
  • Court of Protection matters