Wills and Tax Planning

Over 70% of UK adults do not have an up-to-date Will. Many assume their estate will automatically pass to their spouse or children - but without a legally valid Will, this is not guaranteed. At Willett & Co Solicitors, we help you secure your legacy and minimise tax liabilities with personalised estate and tax planning services.


✍️ Why Making a Will Is So Important

A properly drafted Will ensures:

  • Your money, property, and possessions are passed on according to your wishes

  • You avoid the uncertainty and cost of intestacy rules

  • Loved ones are legally protected, especially unmarried partners and stepchildren

  • You can appoint guardians for your children

  • Your estate is better positioned for Inheritance Tax efficiency


📊 Tax-Efficient Estate Planning

We help clients structure their assets to take advantage of available tax reliefs, allowances, and exemptions, including:

  • Gifting strategies

  • Use of trusts for family wealth protection

  • Nil-rate band and residence nil-rate band planning

  • Reviewing business or agricultural property relief opportunities


🧾 Our Wills & Tax Planning Services Include:

  • ✔ Drafting and updating Wills & Trusts

  • ✔ Inheritance Tax Planning and relief applications

  • ✔ Appointing Guardians for minor children

  • ✔ Gifting and family asset distribution

  • Probate and Letters of Administration

  • ✔ Setting up Lasting Powers of Attorney (LPAs)

  • ✔ Preparing Living Wills & Advance Directives

  • ✔ Full Estate Administration services

  • Specialist Elderly Client Legal Support

We also provide advice on Living Wills and long-term care planning - see our Lifetime Planning section for more.


🔄 When Should You Update Your Will?

We recommend reviewing your Will if you've:

  • Got married or entered a civil partnership

  • Had children or grandchildren

  • Bought or sold a home

  • Changed financial circumstances

  • Divorced or separated

  • Had a change in executors or beneficiaries


📥 Request Our Will Questionnaire

To begin the process, request our Will Questionnaire, which can be returned by email, post, fax, or in person. 


📞 Contact Willett & Co Solicitors Today

For expert Will drafting and Inheritance Tax planning, our friendly legal team in Bury St Edmunds is here to help.

📍 18 Angel Hill, Bury St Edmunds, Suffolk, IP33 1XQ
📞 Tel: 01284 701323
📧 Email: law@willettsolicitors.com
🌐 www.willettsolicitors.com

Download the Wills Questionnaire