A properly drawn up Will can give you peace of mind and ensure that your estate will be dealt with according to your wishes. It will also ensure your family and other chosen beneficiaries are taken care of. It may be that you have dependants that need to be provided for or you may wish to lay down some conditions relating to your assets. Whatever your situation, regardless of whether you are single, married, divorced with children or in any other arrangement, you will benefit from having a Will drafted to address your individual circumstances and protect your estate should something unexpected happen.
We can advise you and help manage your affairs so that your estate is in good shape with efficient and effective tax planning that will minimise tax liabilities for you as well as your heirs. Planning for the future is not just about tax.
You will want to make sure that those left behind are not left in financial difficulties. We will ensure that any Will we draw up for you is drafted so as to protect the people and things you care about.
We can help you to create a simple, straight forward Will at a fixed cost if that is what you wish to do but your Will is unique to you and is one of the most important documents you will ever sign. It is therefore an investment in your family’s future.
Inheritance tax planning ideas
Successful inheritance tax (IHT) planning may help preserve assets for future generations of your family and if you want to minimise an IHT liability on your death it is important to start planning at an early stage. In this fact sheet we explain some basic IHT planning principles and ideas which you may find useful. Read more
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The freedom to disinherit
Choosing to disinherit a family member is something that needs to be clearly thought out and ensuring this is detailed correctly in your will, could prove vital in successfully defending any claim against your estate. Read more27/03/17
Increase the amount that can pass to your family free of inheritance tax
A recent report revealed that the amount of Inheritance Tax (IHT) paid by British families has risen by more than 90% since 2010. Christopher Eriksson-Lee, Partner in Private Client explores the tax savings possible with careful planning. Read more03/03/17
Unclaimed assets total £1billion
With a reported total of unclaimed assets amounting to £1billion, make sure your assets are accounted for. Read more01/03/17
Protecting your child’s inheritance
It is essential that financial provision for your children on your death is structured in a way that will help them manage the assets more sensibly. Read more14/12/16
How new developments in the scientific world could affect your will
The scientific world is constantly developing and new technologies, once previously deemed as science fiction, are fast becoming part of modern reality. It is therefore understandable that the law is often playing catch-up in trying to regulate the difficult ethical considerations that accompany many scientific developments. Read more29/11/16
Holistic financial planning approach
Brachers Wealth Management recently advised Margaret on her inheritance of a large capital sum from her late father’s estate. Read more