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Peace of mind for the future...

The thought of planning on what happens to your estate can be a daunting one as in some cases there can be quite complex issues to consider. We work with you to structure your estate and legal documents in the most effective way putting you in the best position possible

With a large proportion of the UK population dying without a Will, and family structures becoming ever more complex, it has never been more important to express your wishes in a correctly drawn up legal document. It doesn’t matter what your circumstances, you may be surprised to find out how many decisions you really do need to make. Aside from any assets you may have, if you have dependents it is important to make provision for their guardianship. A valid will also lessens the likelihood of disputes and can help you plan for inheritance tax as well as making gifts to loved ones of your choosing. a Will is particularly important for unmarried couples, to prevent ex-partners from benefiting from intestacy rules.

What happens if you die without a Will?

If you die without a Will your estate automatically goes into intestate. This means that your assets will be given to your next of kin. This is not always who people think it is, for example, unmarried couples living together for years could be that the partner gets nothing from the estate. In today’s world of less conventional family set-ups, there are even times when children who may not be blood-related are disinherited by accident. This goes some way to show how it is very important that you make a Will and make sure it's updated when necessary


Wills Explained

A will is a formal document setting out how your money, property and other assets (your “estate ”) are to be distributed when you die. You can change your will at any time before your death, as long as you have the mental capacity to know and understand the change.

If you die without a valid will, a court will appoint someone to administer your estate and distribute the assets according to a formula set out in provincial estate and family laws.

Making things simple

Initial Call

Get to know us, discuss your requirement confidentially and set a date for a no-obligation meeting.

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Discovery Meeting

Meet with us for an in-depth discussion regarding your requirements. We will answer any queries you may have as well as listen to your specific needs. The coffee is on us.

Proposal and Implementation

We make a bespoke proposal to you that outlines our advice as well as the next steps.

Wills FAQs

What is a Will?

A will is a written document that is legally binding. It allows you to administer your estate upon your death, including the distribution of ownership of your assets.

Why do I need a Will?

It offers assurance to you that your loved ones will remain cared for in the event of your death. It is particularly important when it comes to caring for children and ownership of properties as well as cash sums

Will my spouse automatically inherit my estate?

Not always. It depends on if the deceased has children and grandchildren (known as a bloodline). A spouse is only entitled to a share of the estate if there is no valid Will and the deceased has a bloodline. This can become rather complex if there are children and grandchildren involved, as well as children from previous marriages. Ensuring everything is clear and documented in a Will is the cleanest and most sensible way to administer an estate in the event of death.

Will my children automatically inherit my assets?

Again, this depends on a number of factors. If you are single or widowed with no live-in partner, then your estate will pass to your bloodline in the event of your death. However, if there is a surviving partner, they can inherit the first £250,000 of the estate if there is no Will in place, which may not be your desire and can lead to disputes. The best way to ensure your children and wider family get what you intend is to plan and create a Will with a consummate professional.

How do I start to write a Will and who keeps it?

Speak to a professional firm that specialises in Will writing. They will advise you how you can start the process of planning your Will and will help you examine your estate, as well as your requirements. A professional Will writer will help you craft a bespoke Will that caters to your exact needs, regardless of how complex the family dynamic may be.

What is an Executor of a Will or who can be one?

Executors are named individuals within your Will that will administer your estate and carry out any requests you make. They will form your representation in the event of your death from an administrative point of view, and be the point of contact with all legal bodies as well as those benefiting from the Will; these are called beneficiaries. They undertake the tasks required to execute the Will (hence the name) and are legally responsible for carrying out the wishes stated in the Will.

How often do I need to update my Will?

Quite simply, at any time the Will does not fully reflect your current assets (property sale/purchase, new investments), or there is a change in circumstance (new members of your bloodline, marriage, divorce) then a refresh of your Will is in order.

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All information you provide us with will be stored securely and processed in accordance with our privacy policy. Any personal data you submit to us on this form will be submitted to our sales team who will handle your request.