Last Will & Testament

What is a will?

A will is a legally binding document that enables you to plan exactly what will happen to your property (Estate) following your demise.

Why do I need a Will?

This ensures that those you would like to benefit actually do so, in accordance with your wishes, and at the same time avoiding any possible disputes between relatives. Most importantly is the peace of mind making a Will provides. By making a Will you can also make sure you do not pay more Inheritance Tax than you need to.

What should your Will include?

  • Who you want to benefit from your will
  • Who should look after any children under 18
  • Who is going to sort out your estate and carry out your wishes after your death (your executor)
  • What happens if the people you want to benefit die before you
  • The correct terminology and clauses to create your desired outcome

What happens if I don’t have a Will?

  • You cannot be sure those you would wish to benefit will actually do so.
  • Your spouse/civil partner will not automatically inherit ALL of your Estate.
  • ‘Common Law’ partners may not receive anything. 
  • Minor children could be taken into Care whilst Guardians are appointed. 
  • There could be lengthy delays for your Beneficiaries and disputes. 
  • You cannot prevent certain family members from benefiting. 
  • You will not be able to leave something to friends, colleagues or charities, which fall outside of the Rules of Intestacy

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Here’s the legal bit..

Please note that the information on this website is referenced from and accredited to the UK Government website and may change in accordance to updates of relevant laws and acts associated with the topics included.

The information provided on this website is only to be used as reference and an example.

We do our best to provide correct and up to date information and advice to our valued client and visitors however it is your sole responsibility to confirm these details with the relevant parties and do your own research prior to any engagement.

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This significant development marks a pivotal moment in our journey, as we aim to provide you with even more comprehensive and innovative financial services. While change can be daunting, we want to assure you that our commitment to your financial well-being remains unwavering.

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