Will Planning

Making a will is no doubt one of the most important documents that you will sign. If you do not have a Will, then you’ll have no control over what happens to your assets when you die. The future of your family may depend on you having prepared a legally valid and effective Will.

Our specialist knowledge of property, trusts and tax law will help you to plan and prepare for future eventualities and to put in place a Will that best suits your particular circumstances and helps protect your loved ones.

We can help with:

  • Wills for Single People
  • Wills for Married Couples / Civil Partners
  • Wills for Co-habiting Couples
  • Divorced and Separated People
  • Step Families
  • Wills for Business Owners
  • Wills for Beneficiaries with a Learning Disability
  • Care Home Fees / Estate Planning Wills

We can identify whether your estate has a potential liability to inheritance tax and we can work with you to identify ways in which this could be mitigated to eliminate your exposure to inheritance tax in the future either via your Will or through lifetime planning.

In some circumstances, reviewing and amending your Will could reduce the potential inheritance tax liability arising on death. It could also shelter your assets legitimately to prevent them from forming part of a future financial means-tested assessment for example for care home fees.

Living with Disability or

Planning for Later Life

Private Client Services