WILLS AND ESTATE PLANNING

You never know what the future may hold, which is why it is a good idea to plan for life’s eventualities.  Thinking about your Will and general estate planning is an ideal place to start.

From drafting or reviewing your Will, to guidance on complex Inheritance Tax and Trust issues, we can provide advice on all aspects of estate planning, in order to help you safeguard your personal and family assets.

Wills

It is easy to put off making a Will as it is not a subject that many of us like to think about. However, if you choose not to make a Will when you die your money and property will be distributed according to the rules set out by the government (the intestacy rules) rather than your wishes. This could potentially leave a financial and legal muddle behind and cause unnecessary upset for your loved ones after you have gone. In addition, family and friends whom you may have wished to benefit from your estate could end up with nothing.

A professionally drafted Will is the best way of controlling what will happen to your estate, making sure you avoid difficulties for your relatives and friends after your death. 

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Inheritance Tax

If you are concerned about Inheritance Tax (IHT) you may benefit from professional advice to help identify strategies to reduce taxation on your estate. If your estate is likely to be subject to IHT, we can help you review your current situation to ensure that you are making the best use of available exemptions, reliefs and tax planning opportunities.

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SERVICES FOR INDIVIDUALS

Meet the team
David

David Whitworth

Partner and Head of Wills, Trusts and Probate

DDT: 01225 369002

E: dlw@mowbraywoodwards.co.uk

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Rachael Halling-Brown

Solicitor

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Sarah Hickson

Solicitor

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Arthur Thorpe

Senior Probate Executive

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