Wills

The only way to ensure that wishes are carried out after death is to leave a will. If a person dies without a will in place, the law currently dictates how the estate is to be distributed which can cause unwanted results. It is also important that, having made a will, it is kept under regular review to ensure that the will takes into account changing family circumstances.

We are able to assist with the drafting of a will, whether the affairs are straightforward or more complex. We are also able to advise on the use of wills as an effective tax planning tool and, as to the inclusion of trusts within a will where appropriate.

Ten Reasons to Make a Will

By Andrew F. Hill

To make sure you leave clear instructions who will benefit from your estate.
To choose executors and trustees you trust to carry out your wishes.
To protect your partner if you are not married.
To ensure the people you choose inherit if both you and your partner die together.
To appoint people you trust as guardians for your children.
To protect your children from inheriting at too young an age.
To protect disabled dependents
To save on inheritance tax
To protect your family or heirs from claims against them.
To protect the people you love from extra problems at an already sad time.

The Tax efficient Will is designed for the needs of busy professionals who do not yet have substantial assets or require complex inheritance tax planning.

The Tax Efficient Will package includes:

Appointment of executors to manage client's estate
Gifts
Guardianship of children/dependents
Funeral arrangements
Welfare of pets
Basic inheritance tax advice

The Fully Comprehensive Will is a highly flexible, tax efficient solution for spouses and civil partners.

It provides flexibility for the survivor, saves inheritance tax and includes a protective wrapper for the residue of the estate which:

Ring-fences the capital for ultimate beneficiaries (i.e. children) to inherit on the death of the survivor even if they remarry or enter into another civil partnership.
Ring-fences the capital from third parties, e.g. in the event of a claim by creditors, such as a local authority in relation to nursing home fees etc.
Provides maximum flexibility for all beneficiaries so that they can carry out their own financial and tax planning arrangements.
Includes Letters of Wishes governing the distribution of assets including any private and personal requirements.