Wills & Trusts
Ensure your wishes are respected and your loved ones protected with professionally drafted Wills and Trusts tailored to your circumstances.
Without a valid Will, your estate is distributed under the Rules of Intestacy, which may not reflect your wishes and can cause stress for family.
Why Make a Will?
- Decide exactly who inherits and in what proportions.
- Appoint guardians for minor children.
- Provide for partners and dependants not covered by intestacy.
- Leave gifts to family, friends, or charities.
- Reduce uncertainty, stress, and potential disputes.
Trusts & Estate Planning
Trusts help protect assets, control when and how beneficiaries inherit, and can support young or vulnerable family members.
Benefits of a Trust
- Protects assets from future care-fee assessments (subject to rules).
- Manages inheritance responsibly for young/vulnerable beneficiaries.
- Can ring-fence portions of your estate and preserve family wealth.
Reviewing an Existing Will
Review every 2–5 years, or after major life events (marriage, divorce, children, property). Laws and values change — ensure your Will still does what you intend.
FAQs
What happens if I die without a Will?
Your estate follows intestacy rules, which can exclude unmarried partners and lead to outcomes you didn’t intend. A valid Will ensures your wishes are followed.
Can I write my own Will?
DIY Wills risk errors that can make them invalid. Professional drafting helps ensure legality and clarity, reducing the chance of disputes.
Do I need a Trust?
Not always. Trusts are useful to protect assets, manage inheritances, and support vulnerable beneficiaries. We’ll advise if a trust suits your goals.
Who should be my executors and guardians?
Choose trusted, capable people. Executors manage the estate; guardians care for children. We’ll help you decide roles and responsibilities.
How often should I update my Will?
Every 2–5 years or after major life changes to keep it aligned with your wishes and current law.
Inheritance tax planning, will writing, trusts and taxation are not regulated by the Financial Conduct Authority.