Planning for the future is more than simply making a Will, it’s about making sure that the assets you have go to the people you want them to. Our friendly team will guide you through every step, taking the time to go through all options and ensuring that your wishes are carried out as stated.
There are many good reasons that could prompt you to make a Will.
The most common reasons for making a Will are that:
A well-advised Will can achieve far more than these basic points. It can enable you to do the following:
Making a Will may seem daunting but our expert team will ensure that your Will is tailored to meet your needs and wishes.
With a little planning you can reduce the tax payable on your estate both during your lifetime and when you die. This could be through tax reliefs, allowances, trusts and other tax efficient arrangements. Deciding which options to take depends on your specific circumstances and what you want to achieve. You may be able to take some tax planning measures through your Will.
Our team has extensive experience advising high net worth individuals and families on bespoke capital taxes planning.
There are specific ways business owners and farm owners can claim relief on business and agricultural property. By working closely with you and your advisors (such as accountants and business and financial advisors) we can understand your wider circumstances and what’s important to you and advise you accordingly.
