Providing peace of mind for your wills and probate needs
Your Will is an important document. It tells your family and friends what you want to happen with your estate once you have passed. While it is not always a priority, the making of your will can often bring peace of mind, and you can relax in the knowledge that your family will be taken care of and your wishes will be carried out.
Inheritance tax can often be a burden that families have to manage after the passing of a loved one with no knowledge or insight into the correct procedures. The payment of substantial inheritance tax can be avoided by getting the right advice from a legal and tax expert.
We offer a full Will writing service, taking care of all the necessary legal documentation and form filling.
Preparing a Will
It is a good idea to have some notes prepared before you speak to us about your Will. You can start by:
- Making a list of your entire estate (your property and belongings)
- Making a list of beneficiaries.
- Providing another beneficiary name, should your beneficiary predecease you.
- Deciding who you would like to be the executors of your Will (those responsible for ensuring the terms of your will are carried out)
- You may also want to make arrangements for the care of your children should you die before they are grown up.
- Detail your funeral arrangements and wishes for the service, including burial or cremation.
- Finally, consider organ donation or other plans you wish to be carried out.
The last few points, while not specifically with regards to your estate, may be of real help to your family during the tough time following your passing.
Upon instruction, we shall provide you with standard forms to complete which will help collate all the relevant information we require to draft and prepare your Will.
Our solicitors will discuss your options with you and advise on the best type of Will for the outcome you desire.
Inheritance Tax Planning
We always recommend that your Will is written with Inheritance Tax in mind. In the absence of careful tax planning, families can lose thousands of pounds to taxation. This is where writing your own Will without assistance can be very risky. We provide bespoke advice alongside our Will preparation advice, ensuring you and your loved one’s interests are properly looked after.
Reviewing Your Will
Things change; It may be that you have had more children or grandchildren since you last reviewed your Will; you may have married or have separated from your partner; your assets may have increased or decreased (an increase may affect Inheritance Tax); or the value of your house may have significantly changed, which may mean you want to re-evaluate your Will.
We would recommend reviewing your Will every five to six years. We provide a Will reviewing service, making recommendations on how to progress should your Will require amendment, whether it be a full Will re-write or the addition of a codicil (an official attachment to a Will).
Get in touch with our team on 0203 875 5090 for more information or book a meeting online.
Probate is a complex, often time-consuming issue. We always recommend you seek legal advice if you are the executor of a Will or if a loved one has passed without leaving a Will.
Our patient and experienced team can offer advice and guidance on a range of probate issues; From grant-only to a complete probate service. We make sure all matters are addressed and dealt with confidentially and compassionately.
To discuss your circumstances please contact our team on 0203 875 5090 or book a meeting online.
9am - 5pm Monday to Friday
1pm – 2pm Monday to Friday
Evening and weekend meetings can be arranged by prior appointment
VAT Registration number: 250 1764 29. SRA number 662828.