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Wills & Trusts

 

Standard Wills

These cover all the basic requirements including:

  • They appoint Executors to administer your estate.
  • They appoint Guardians for any dependent children you have.
  • They provide for any special gifts you wish to make.
  • They allow you to specify your funeral wishes.
  • They specify who is to inherit your estate in general but;
  • What they don’t do is make any provision for protecting your estate for the future.
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Re-Marriage Wills

These will protect your property for your children in circumstances where their parents remarry after divorce or bereavement.

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Care Fee Wills

These can prevent the total value of your house being assessed for care fees.

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Flexible Family Trusts

These ensure that your family estate won’t be lost unnecessarily due to possible future changes e.g. care fees, survivor’s remarriage and more.

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Heirloom Wills

These are for single people. Their prime benefit is to ensure that once Inheritance Tax has been paid, all your assets can pass to your grandchildren.

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Business Trusts And Wills

These are for owners of a business that would have a value after death and whose personal assets exceed the Inheritance Tax threshold or would do once the business value has been taken into account.

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Family Probate Preservation Plus Trust

These ensure that no probate fees will be payable on your death as long as certain criteria are met.

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Death In Service/Life Insurance Trust

These keep any death benefits and/or life insurance payments out of the survivor’s estate for Inheritance Tax purposes.

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