Making a Will

No one knows what the future will hold so careful planning is essential no matter your age or circumstances.

Call us now: 01543 420 000 or request a call back below

Do I need a Will?

Everyone needs to make a Will and not just those in their twilight years.  Provision for your family is just as important when you are just starting out especially where there are young children but also if you have no children at all.  Failing to plan could mean your estate passes to those who you would not wish to benefit or in some cases, to those you do not even know are related to you.  Dying without a well-drafted Will could also result in more tax being paid than would otherwise have been the case. 

What type of Will do I need?

There are many different types of Will ranging from the simple to the more complex designed to mitigate the impact of long-term care or inheritance tax.  The most common forms are:

  • Simple Wills for either an individual or a couple
  • Asset Protection Wills designed to protect your estate from third party claims such as care fees or second marriages
  • Discretionary Trust Wills that are especially useful for larger estates and can help protect the next generation from third party claims such as bankruptcy, divorce and taxation.
  • Wills incorporating trusts to protect beneficiaries with a disability and in need of additional support.
  • Wills to assist with business succession planning

How much will it cost?

  • A simple Will for an individual is £250 plus Vat and for a couple £450 plus Vat. 
  • An Asset Protection Will for a couple will cost between £625 plus VAT and £800 plus Vat depending on how you hold the house
  • Discretionary Trust Wills typically cost £1,500 plus VAT but this will depend on the level of additional advice you need to protect your assets and beneficiaries. 
  • If you decide against proceeding, we will make a charge for the first meeting to reflect the advice given and the time spent

What do I do now?

If you wish to go ahead please call the office to arrange a suitable appointment with one of the team.  Alternatively you can complete the attached Will Questionnaire and a member of the team will contact you to discuss your requirements before making an appointment.  In addition to attending the office we also offer home visits which includes attending you at your office, the care home or in hospital if you are unable to come into the office. We also offer meetings over Teams. 

Once you have provided your instructions, we will prepare drafts of the agreed Will(s) for your approval, thereafter we can arrange for the Will to be sent to you at home for signing or you can attend the office where we will act as witnesses.  Once signed we will store the original document(s) and you are provided with a copy to keep at home to be reviewed periodically. 

Call us now 01543 420000, email or complete our Will Questionnaire

Will writing, trusts and probate team

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