Wills and Tax Planning

If you die without having made a will, you will have no say in what happens to your wealth.  It will be passed on under the fixed rules of intestacy law and may well end up in the hands of individuals who you may not wish to benefit.  Do not assume that your spouse or partner will inherit everything absolutely.

While this can be rectified shortly after your death, you will still have no say in what happens and the family may disagree about “what you would have wanted”.  Indeed, rectification demands the agreement of all the potential beneficiaries under intestacy law and will entail considerably higher professional fees to sort matters out than if you had made a will.  In any event, certain beneficiaries may not wish to forego an unexpected inheritance. 

While a will ensures that you have your say, a tax efficient will can save your family more than £100,000 in inheritance tax from the day it is signed and witnessed.

We offer you a fixed fee quote for either:

• A discounted fee from a solicitor conversant with tax planning and its impact on the clauses in your Will.  You will not need a further meeting with another professional.

or

• A Will prepared by an established Will writing agency of which we are an affiliated member.

Both options ensure that the Will planning is precisely dovetailed into your wider estate planning strategy, where appropriate.

If you would like to discuss any matters with us or to arrange a meeting please call us on +44 (0)121 483 6850 or click here to contact us.