Estate planning

Arranging a Will is all too often overlooked. People generally do not want to face up to their own mortality. However, a Will is a crucial part of good financial planning and we urge you to ensure that you have an up to date Will.

Not arranging a Will could mean that a deceased person’s assets are passed to the ‘wrong’ people. Also the value of the estate could become subject to unnecessary Inheritance Tax.

Those people that die without having drafted a valid Will are considered to have died ‘intestate’. In this situation the law lays down a standard set of rules for the distribution of their assets.

Dealing with the estate of a person who has died intestate can be very complicated. This is particularly true when the person has children; even grown up ones.

We have always recommended that clients consult a Solicitor or Will writing professional and have referred many clients to our trusted contacts.

More recently we have partnered with Beyond, the online Will experts. Beyond provide a much lower cost solution to Will writing and the process can take as little as 15 minutes.  You will receive a 20% discount to this service by being introduced by us.

We want the preparation of your Will to be very easily accessible to you, as this is a fundamental and essential part of responsible financial planning.

The potential savings from this small initial outlay is very significant, as administration costs when dealing with your estate will be reduced and also Inheritance Tax planning arrangements could be put into place.

Please note that Estate Planning & Will Writing services are not regulated by the Financial Conduct Authority

Tax treatment is dependent on individual circumstances and may be subject to change in the future

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