Wills & Tax Planning

It is all too easy to put things off, often we leave things too late. Can you believe that over 70% of the UK population does not have a current Will that is an accurate reflection of their financial circumstances and the personal choices at the time of their death? It is not the case that if a spouse dies the estate automatically passes to the survivor.

Making a Will creates certainty, reduces worry and gives you peace of mind of knowing exactly how your money, property and possessions will be dealt with after your death. However, if you fail to make a written will, there is danger that your wishes may not be carried out, loved ones may not be provided for in the way you would like and the Inland Revenue could benefit more than you would wish.

A Will guides those who are left behind and saves worry and heartache at a time of great emotional stress. Making a Will is usually the first step to take in structuring your affairs in order to minimise your liability for Inheritance Tax.

Your Will should be updated whenever your financial or personal circumstances significantly change, if you enter into a civil partnership, get married, have children or even move home. When making your Will it is also worth considering setting out your wishes in the event that you become seriously ill.

We at Willett & Co. Solicitors are experienced in dealing with all aspects of estate planning and management. We can discuss your wishes and make sure you understand all the issues that may have an influence on what you want to achieve.

We understand how hard people work throughout their life and we want your life's hard work to be passed on in the way that you wish.

Our Services include:

  • Gifts to members of your family 
  • Issues in Wills such as, Guardianship, Adoption and Divorce - including contact and residence issues relating to children 
  • Obtaining Grants of Probate and Letters of Administration 
  • Preparation of Lasting Powers of Attorney 
  • Preparation of Wills, Trusts and Deeds 
  • Living Wills 
  • Inheritance Tax Planning 
  • Reviewing and amending Wills 
  • Administration of Estates 
  • Elderly Client Service

In addition to our Will service, we can offer tax planning, see our "Lifetime Planning" section for more details.

If you would like more information on making a will, please contact us using our online form or call 01284 701323.

If you would like to make a will, our costs are available by request. You can download our Will Questionnaire for completion and return it to our office either by e-mail, fax, post or in person.

Please take some time to browse our Tax & Financial Planning "library" section of our site and our Trusts, Wills & Probate "library", keeping you up to date with the latest legal news.