Wills.

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 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 wish. We will draft a Will that you are happy with and deals effectively with your personal circumstances.

Our experienced solicitors prepare Wills using 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.

By putting in place a Will you can ensure that your assets pass how you wish them to on your death. If you die without a valid Will in place (intestate), your estate passes following the rules set out by the law. This may not be to the people that you wish; e.g. to the disadvantage of cohabitees, children from a first marriage etc.

We will 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.

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.

Why having a Will is important.

  • tax planning within your Will to deal with business interests

  • protecting vulnerable beneficiaries

  • statutory Wills for individuals lacking mental capacity who do not have a Will

  • ensuring a fair division of your estate

Quick Contacts.

Julie Man

Partner (Head of Private Wealth)

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Jeremy Duffy

Partner

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Our Process

Please contact us if you have a corporate and commercial related query. We will check whether we can act for you and, if so, we will confirm the terms and conditions of our retainer with you in a client care or engagement letter

This may be the provision of ad hoc advice or the completion of a specific item of work. We will provide you with a fee estimate before carrying out any substantive work on a matter. If we provide advice over the telephone, we will not confirm the advice in writing unless specifically requested to do so

We will provide you with an estimated timescale for the completion of your work, factoring in any urgency

Please contact a member of the Private Wealth Team.

We are happy to advise you on all aspects of drafting and reviewing your Will

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Tax Planning.

We can help you reduce tax payable through lifetime and post death planning. We provide a service that is tailored to your specific needs

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