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Wills and Trusts

Wills: Peace of mind you can't afford to be without

Making a Will is the best way to ensure that after your death your assets are distributed in the way you would have wanted, yet in the UK more than 60% of people die without doing so (called dying 'intestate'). In the event that you die without making a valid Will, your estate would be distributed according to strict intestacy rules - your loved ones may not be legally entitled to receive anything and if you have no close relatives, your assets could even go to the government!

 

With a busy and full life, it is easy to put it off, but by taking time to make a Will now, you can save your loved ones from worry and loss after you have gone. Making a Will is not as complicated or costly as many people believe, and our experienced team can help make the process as straightforward as possible.

 

Before drafting your Will, we will meet with you to discuss your specific circumstances and requirements. This way we can offer you the very best advice, giving you peace of mind you can't afford to be without.

Getting married or entering into a civil partnership?

You may not be aware, but getting married or entering into a civil partnership automatically revokes any Will you have previously made and you will need to make a new one.

Our team can assist you and your new spouse with making legally binding, tax-efficient wills that will ensure your loved ones get the maximum benefit from your assets after you have gone.

 

Trusts: Helping you make the best of your assets and investments

A Trust may be part of a Will or be set up as an entity in its own right. Setting up a trust can be an extremely effective way to manage and protect your assets and investments, both during your lifetime and after your death. Because a trust is a separate legal entity, any trust you set up will be taxed independently for capital gains tax, income tax and inheritance tax. Setting up a trust, or trusts, can therefore be a particularly good way to divide your assets and reduce the amount of inheritance tax payable on your death. However, this is not the only reason people speak to us about setting up a trust. You may consider a trust as an option if:

 

  • You wish to make financial provision for your family, both now and in the future;
  • You would like to give a substantial gift to a family member or other loved one, but wish to impose certain conditions regarding at what age, and/or under what circumstances, your beneficiary can access the gift;
  • You wish to protect assets that you think it would be inappropriate for a beneficiary of your will to have full and unconditional access to;
  • You wish to plan effectively to reduce the amount of tax payable on your assets - particularly the amount of inheritance tax payable on your estate on your death.

 

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