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Wills

We provide a bespoke service which is not restricted to drafting your Wills. As part of our service we include detailed lifetime tax planning to ensure your affairs are arranged in the most tax efficient way. Your Will can be as simple or as complex as you require. We aim to draft a Will that you are happy with and one which deals effectively with your personal circumstances.

Our experienced solicitors prepare Wills utilising the most up to date sophisticated clauses tailored to specific circumstances. These same clauses are used by some of the most reputable West End/ City firms and are designed with maximum wealth preservation and tax efficiency in mind.

why having a will is important

By putting in place a Will you can ensure that your estate passes according to your wishes on your death. If you die without a valid Will in place (intestate), your estate passes according to the law and this may not be to the people that you wish; e.g. to the disadvantage of cohabitees, children from a first marriage etc.

We can guide you through the steps of making a Will, advise you appropriately and prepare the Will. We have the expertise and the experience to advise you on the most straighforward or the complex scenarios.

We can advise you on:

  • Tax planning within your Will to deal with business interests
  • Ensuring a fair division of your estate
  • Protecting vulnerable beneficiaries
  • Statutory Wills for individuals lacking mental capacity who do not have a Will

should you review your will?

It is essential that you regularly review your Will to ensure it is up-to-date. For example, does your current Will include provisions for children? Are you aware that there could be additional Inheritance Tax charges on a child’s inheritance following changes in legislation in 2006?

Tax laws change frequently, so much so that a Will drafted in 2001 may contain complex provisions that are no longer necessary today.

Our breadth of experience allows us to provide flexibility in your Will. We pride ourselves on providing Wills that can adapt as the legislation and your personal circumstances change.


Quick Contact

Julie Man

Partner (Head of Private Wealth)

Tel: +44 (0)1932 590643
julie.man@mundays.co.uk


Julie Jaggin (nee Finlay)

Senior Associate

Tel: +44 (0)1932 590646
julie.jaggin@mundays.co.uk