WILLS AND TAX PLANNNING

The importance of making a Will cannot be overstated. Not only will your affairs be dealt with by the Executor of your choice and your estate left to those you wish to benefit, but other matters such as appointing Guardians for infant children can also be addressed. There is also the issue of Inheritance Tax Planning to think about for those with larger estates and a consideration of the ways in which such tax can be mitigated or eliminated on death.

Our Will Writing Service starts with an interview where we will discuss and ascertain your circumstances and testamentary wishes in full. We will then send you a draft of your proposed Will or Codicil for approval – at that stage we can deal with any amendments you wish to make or any queries you wish to raise. When you are happy with the draft Will or Codicil we will then arrange for you to attend our office to sign the final version of the document. At that meeting we will ensure that you check and fully understand your Will or Codicil before you sign and that it is properly witnessed by two independent witnesses – usually Mr Selby and a member of staff.

The Fees for our Will Writing Service are charged on a Fixed basis for clarity and peace of mind and will include local home visits at no extra charge for those infirm clients unable to attend our office. Home visits for non-local clients will involve additional fees depending on the circumstances.

Full details of our fees for Will Writing can be found on the Fees Section of this website.

CONTACT

For more help or information please get in touch.