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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Gifting tax efficiently this Christmas
Christmas is a time for giving and many will give money or other assets away at this time of year but will your gifting be Inheritance Tax (IHT) efficient this Christmas? Read more17/11/17
ISAs - favourable treatment in estate administration
From April 2018, ISAs will continue to retain their tax-exempt status during the period of estate administration - maintaining the status until the estate has been finalised therefore inevitably reducing the tax payable during the administration period. Read more17/11/17
Law Society backs alternative Wills
Last week, the Law Society backed alternative Wills being considered by the Law Commission saying that the court should recognise people’s final wishes, even when the current legal requirements for making a Will are not met. Read more07/11/17
Trump’s ambition to scrap Inheritance Tax in America
Donald Trump’s ambition is to scrap Inheritance Tax (IHT) in America altogether. Read more07/11/17
Time for a change?: Updating the law of wills
We discuss the Law Commission’s consultation on updating and reforming the law of wills. Read more18/09/17
Services for individuals and families
Our specialists will work with you to achieve the best outcome for you and your family. Whether it’s advice on planning for your future and protecting your legacy, buying a property or preserving your assets following a relationship breakdown – we’re here to help. Read more