Wills and Estate Planning

Planning for your future might not be at the top of your to-do list, but getting your affairs in order now will not only give you peace of mind, but also ensure your family is looked after and your estate is handled in accordance with your wishes.

Making a Will ensures that your assets can be safeguarded and protected for your chosen beneficiaries. Without a Will in place, the decision on how your assets and property are divided will be decided by the law. This can lead to uncertainty, with those who are important to you sometimes losing out.

Not only can our highly knowledgeable team assist you with preparing your Will, but we also offer advice on Inheritance Tax planning and the tax consequences of your Will. We can advise you how the available exemptions and reliefs could minimise your Inheritance Tax liability, to maximise the benefit to your beneficiaries.

We can advise you on protecting assets from third party influences – e.g., on the divorce or bankruptcy of a beneficiary - on succession planning for business owners and, if you have foreign assets, on how best to manage the interaction between your UK Will with your foreign Will. We frequently give advice to families on the management of their wealth, in many cases acting for the second and third generations.

Our clients value our expertise and our willingness to work with professional contacts. We are happy to work with accountants, tax specialists and financial advisors to ensure an integrated approach is taken to your Will and estate planning. 

Call 01242 574244 or contact us to find out how we can help with Wills and Inheritance Tax planning.