The process involved an initial meeting with you to take your instructions and discuss any tax implications arising. Once this is agreed the Will is drafted by our associates, a professional Will writing firm, and sent to you for review. We then hold a final meeting with you to ensure that your wishes are properly and clearly expressed and sign the Will.
We can also offer our executor services where we are appointed professional executors in your Will, authorising us to act alongside your family in dealing with your estate.
Storage of Wills
We are able to provide a secure storage facility for your Wills and other related documents. This means that your executors do not have to search through your paperwork but can just contact us for a copy of the Will. It also means that your Will cannot be lost, accidently destroyed or tampered with.
Inheritance tax planning
While helping you to prepare your Wills we will also be able to talk to you about how you may be able to minimise the Inheritance tax that your estate will suffer. As well as being Chartered Certified Accountants, we are also a practice of Specialist Tax Advisers and our qualified tax team will be able to provide you with a sensitive, but effective, tax planning service