you don't have to.
Addressing what may happen once you have gone is something no-one likes to think about, but leaving others to sort out your financial affairs after death can be fraught with problems. Making a Will is not expensive – and it’s important to have peace of mind that your spouse, children and estate will be taken care of should the worst happen.
We will listen sensitively to your needs and help you plan a Will that suits your situation – so that you always have the final say. This includes providing advice on:
- Appointing guardians for your children
- Distributing your assets, such as your home and savings, among family members
- Making provisions for your business
- Incorporating Trusts to protect your property and assets
- Reducing the cost of inheritance tax
- Setting out your funeral wishes
If you already have a will, then consider if it reflects your current circumstances. Remember that things change and a lot may have happened since you originally made it. Have you married, been divorced or separated, had children or grandchildren? Maybe you have moved house, or would like to leave something special to a dear friend? We recommend that you regularly review your Will to make sure it reflects your exact needs and requests.
We are a member of Certainty the National Will Register. If you make your Will with us, we will automatically register it with Certainty as soon as it is completed – or if you did not, then we can still help you to register it. You can transfer your Will to our strong room from wherever it is currently held – for example another law firm, your home or at your bank. We do not charge for storing your Will and we will automatically register it with Certainty for a small fee as part of this storage process – unless you prefer that we do not do this.
It is vitally important that you keep your Will under review and we can also help with this. A professionally prepared Will, which has been safely stored and registered with Certainty, will help to ensure that your wishes are carried out – and that your estate is passed to those you have nominated.
Dagmara Kulczykowska is also a member of STEP – which is the global professional association for practitioners who specialise in family inheritance and succession planning.
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Contact our Private Client Services Team on 01908 692769