For further information on drawing up a Will, including our One
Hour Will Service, contact on 01483 6656621
wILLS & TAX PLANNING
We provide a comprehensive Wills service - from a standard will leaving everything to spouse, to wills with complex trust structures with bespoke provisions.
Where a client has a potential inheritance tax liability we identify some simple tax planning measures they can take to alleviate the problem. We take a holistic approach to planning and will advise on writing life assurance into trust and other lifetime tax planning opportunities.
We also address the issues arise where assets are held abroad, such as whether they are taxable in the UK and whether they should be included or excluded from the Will.
Clients should consider whether to make a Lasting Power of Attorney at the same time as their Will as we can offer a discount on costs.