Wills, Trusts & Probate
Everyone should have a Will. It gives you certainty over who will administer your estate and, more importantly, who will benefit from it. A Will can be as simple or as complex as you need it to be. We specialise in creating the solution that meets all your needs. We provide you with a fixed fee quote so that you know exactly where you stand from the beginning.
We can also advise on wider issues such as dealing with the proceeds life assurance and pension policies in the most tax efficient manner. Many people (and their advisors) forget all about the planning opportunities offered by these assets, and can end up paying thousands of pounds of unnecessary inheritance tax. We can help you review your current and potential future assets and decide whether you need to undertake further planning to minimise the inheritance tax that will be payable upon your death. If you would like to chat through the possibilities for your Will or tax planning further, please contact us.
All of our Wills are prepared in full compliance with the STEP Will Writing Code which is a framework prepared by the Society of Trusts, so you can be confident that we always follow best practice. Click here to read the ‘STEP Will Writing code’