Ask yourself the following questions:
If you have answered no to any of the above then you need to make a Will, as the reality of it is it can and does happen if you fail to prepare.
Make the decision now otherwise somebody else will. We will arrange to meet you face-to-face in your home to discuss your personal needs and concerns.
Call us on 01202 876 666 or complete the contact form to make an appointment and discuss you Will.
As the name suggests this type of Will is appropriate for a single person who has no spouse or partner.
This type of Will is more commonly known as a "Joint Will" & is for people who are married or in a relationship.
Avoiding inheritance tax with a 'discretionary will trust' is perfectly legal & leaves you in control of your assets & income while you are alive.
This is similar to the Discretionary Will Trust the difference being is that you are actually specifying your share of the property in Trust for your beneficiaries.
Planning to reduce inheritance tax is not just about saving money. It's about helping you to preserve your wealth in the most efficient way.
The purpose of an LPA is to enable a person (the Donor) to decide whom they would like to deal with their affairs, if they ever became mentally or physically incapable.
It is recognised by the British Medical Council that knowing the desires of a person concerning their medical preferences can be very helpful.
Joint tenancy and tenants in common / severance of tenancy are two types of ways a property can be owned.
The Itinerary Service is designed to give your executors a structure to work to and to help ease the strain at such a difficult time.