It’s easy to put off making a Will, but it’s one of the most important documents to put in place during your lifetime. Making a Will ensures that when you die, your estate is dealt with according to your wishes, and with effective planning it can make sure your loved ones are provided for in a tax-efficient way. Our solicitors take you through the process step by step, advising on the necessary arrangements to ensure your wishes will be carried out in the future.
We’re experienced at dealing with many different situations, ranging from straightforward Wills to more complex estate and succession planning. Whatever your circumstances, we tailor our service to meet your needs, explaining everything in plain English so you’re clear about what’s involved.
Making a Will – how our solicitors can help
You may have a good idea about what you want your Will to address, or you may not know where to start. Either way, we will discuss all the various considerations, and listen to your thoughts and concerns so you can feel confident your Will covers everything it needs to.
We can advise on:
- how to structure your Will to make sure your assets are passed on in the way you’d like.
- the options available for those with more complicated family arrangements.
- how you can use your Will to pass on your business or farm to the next generation.
- establishing trusts in your Will.
- the Inheritance Tax implications of the provisions of your Will.
Why make a Will?
Making a Will is one of the simplest steps you can take to make sure your family are provided for when you're no longer here. This allows you to set out how you want your assets to be divided, including property, cash, and other items.
Your Will is also used to specify how you want certain situations to be handled, such as who will act as legal guardians for any children and who you trust to be your executor to carry out your wishes. As family arrangements become more complicated in the modern world, your Will can help you navigate potentially tricky waters, by using trusts to govern how your assets are dealt with.
By planning ahead, you can minimise the Inheritance Tax that may be due on your estate and consider what arrangements you want to have in place after you're gone.
What happens if I don’t have a Will?
Without a Will, you have no control over what happens to your estate in the event of your death. This will be divided according to intestacy rules, which apply a strict set of criteria that may not reflect your wishes.
Why choose Tozers to write your Will?
Our experienced Wills team advises on all aspects of estate planning, from simple Wills to complex estates, such as those with an interest in a business, a substantial share portfolio, or other valuable assets.
You can make a will online, by post, by phone, or in person. We act as executors for many clients, and have administered thousands of estates.
We can also help you make a Lasting Power of Attorney, giving someone you trust, or us as professionals, the authority to make decisions on your behalf if you lose mental capacity. Our team are experts in wills, probate, trusts, estate planning, and tax, regularly dealing with complex and high-value estates.
As members of the Society of Trusts and Estates Practitioners (STEP), we are specialists in inheritance and succession planning, keeping at the forefront of best practice so you can feel confident in your arrangements.
We’re also recognised in leading legal directory, The Legal 500, which notes Tozers as being "very approachable and knowledgeable", while identifying our head of team, Grainne Staunton, as "an expert in inheritance tax and succession planning".
“I was given very clear guidance and advice in determining what I wanted my Will to set out."
"Having made my decisions, these were translated into the required document very swiftly and accurately."
"The people who dealt with my business were very professional and friendly and could not have been more helpful."
"The terms and costs of their services were clearly set out in advance.”
How do I make a Will?
Contact our Wills solicitors using our online enquiry form below or call us at one of our offices.