Protecting your loved ones upon your demise is something you should contemplate early on as we never know what surprises life holds. Some matters can be very simple whilst large estates can be extremely complicated, but taking the time early on to take advice could save your beneficiaries thousands in tax.

We offer fixed fees for basic wills, mirror partner wills, living wills and powers of attorney.

These simple documents usually cost no more then £250 plus VAT, but discounts are available if you and your partner have them done together.

More complex estates should have a complimentary meeting with one of our advisors or a financial tax planner before embarking on this task as there are many tax efficient ways to hold your property and assets.

What should you consider when drafting a will to name but a few:

• Who are my beneficiaries what if they are not born yet; or
• Executors
• Any personal gifts you want to make;
• Pensions/insurance policies (are they in trust)
• Child arrangements
• Disposing of Property (how owned now)
• Charity donations
• Tax planning – is it going to be tax efficient
• Should I be creating a trust for my children or others
• Business assets or shares – are these dealt with in your directors/shareholders/partnership agreement as well as your will
• Children from a former marriage
• Debts
• How can I reduce the IHT due on my estate
• Is there any provision that I can make to help my beneficiaries pay the IHT due
• Funeral arrangements

There is a lot to consider and we can answer all those questions. Our associates and this team will work with you to recommend tax efficient solutions to meet your needs.  In our dealings with you will we will provide clarity of information, keeping everything understandable, simple and transparent.