Estate Planning

Wills, Trusts, Inheritance Tax (IHT) and Charity

Making a Will

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Our experienced lawyers are experts on all matters relating to wills and estate planning. We are dedicated to protecting you and your family’s future by providing specialist advice to ensure your estate is tax efficient and your wishes are respected.

Being an active member of Solicitors for the Elderly, we take the time to provide the right advice to suit you, allowing complete peace of mind that your affairs are set out as you would like.

Having a will is one of the best ways to ensure your wishes for the future are carried out. Without a will your home and possessions may not automatically pass to loved ones.  This could create a risk if you would like to ensure provisions are made for loved ones futures.

The good news is writing a will is easy! Our experienced team offer an efficient and hassle-free will service and if easier for you we can visit you in the comfort of your home.

Frequently asked questions

What happens to my digital world when I die?


We live in a reality where an increasing number of us will leave a legacy which is not tangible; rather it exists in the form of data – as digital currency, an online business, a website, social media account, computer software, or any other manner of digital property. Each of these should be included within your Will, with a nominated executor, who can carry out your digital wishes once you die. For more information, click here: https://www.solomonslaw.co.uk/post/life-after-life-1




Why should I make a will?


Having a valid and up to date Will ensures your loved ones know what your wishes are and how you wish your estate to be administered after you pass. Without a valid Will in place, the vague and sometimes unfair intestacy rules will be automatically used, meaning your estate may not be distributed to those who you wish. For more reasons to make a will, click here: https://www.solomonslaw.co.uk/post/reasons-to-make-a-new-will-1




Can I avoid Inheritance Tax when I die?


Ultimately, no one can make any promises in this regard as they cannot know what the future may hold (by the time you pass away, you might have more money than anticipated, or tax allowances generally may have changed). However, with professional advice about lifetime arrangements, it may be possible to signifucantly reduce the size of the IHT bill to be paid from your estate. For more information, click here: https://www.solomonslaw.co.uk/post/5-top-ways-to-reduce-inheritance-tax




How can I prevent future disputes over my property?


The short answer is that preparation is key! Most disputes regarding property ownership happen between unmarried couples or co-owners in a more general context. Click here to see how by planning ahead can avoid often costly disputes: https://www.solomonslaw.co.uk/post/how-can-we-prevent-legal-disputes-over-jointly-owned-property-preparation-is-key




We're together but not married; will this have any tax consequences when we die?


The short answer is yes. This is because tax law generally favours married couples. For more information on the tax implications for unmarried couples, please click here: https://www.solomonslaw.co.uk/post/the-iht-wedding




What is a Family Trust?


A family trust, whether it is included as part of a will or made separately as a life time arrangement, can be a very useful way of protecting your wealth for future generations. For more information about the benfits of a family trust, please click here: https://www.solomonslaw.co.uk/post/family-trusts-the-basics




I don't have a will; what will happen to my estate when I die?


Without a valid Will in place, the vague and sometimes unfair intestacy rules will automatically apply, meaning your estate may not be distributed as you would have liked. For more information on the rules of intestacy and how you can ensure that your wishes are carried out, click here: https://www.solomonslaw.co.uk/post/why-making-a-will-ensures-that-you-benefit-the-people-you-want-2 or here if you have a partner to whom you are not married: https://www.solomonslaw.co.uk/post/what-happens-to-your-partner-if-you-have-no-will-1




Do I need a Trust in my Will?


There are many reasons why you may want to consider including a Trust in your Will. These include: 1. "Keeping it in the family" Many people wish to ensure that their children and then granchildren inherit their wealth. However, without a trust, it may surprise you that other people could inherit part or all of your estate. For example, this could include your spouse's new husband or wife if they remarry, your ex son or daughter-in-law, your child's future spouse. To find out more about using a Family Trust to protect the interests of your children and grandchildren, click here: https://www.solomonslaw.co.uk/post/how-a-simple-family-trust-can-safeguard-your-family 2. Retaining control beyond death Making a flexible will trust can give your Trustees the flexibility to consider the circumstances affecting your family at a point in the future which you cannot foresee, and ensure that your wishes are carried out at that time. For more information, click here: https://www.solomonslaw.co.uk/post/family-trusts-the-basics 2. Avoiding unnecessary multi-generational inheritance tax Where your children are likely to have their own inheritance tax liability, it may be possible to use a trust to avoid unecessary inheritance tax payments.





Our lawyers are experienced in all areas of wills and probate including:

  • Probate

  • Lasting Powers of Attorney (LPA)

  • Trusts

  • Tax planning

How will our Wills team help you?

  • Advise you on how you can share your property & possession

  • Help you make arrangements to look after your spouse, partner and family

  • Provide you with inheritance tax advice

  • Ensure your wishes are accurately reflected in a legally binding will

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