Planning your will

Planning your will is a crucial step to ensuring your wishes are honoured and your loved ones are taken care of when you’re no longer here. While it may seem straightforward, there are important aspects to consider that often go overlooked. We’re here to guide you through this process and make sure your will accurately reflects your intentions.

Your Relationship Status Matters: Are you married, engaged, single, or cohabiting? These life situations impact how and when your will should be drafted. For example, if you’re about to get married, remember that your current will may become void after the wedding. If you’re separated or considering divorce, it’s crucial to update your will to reflect your new circumstances.

Property Ownership: If you own property, how you hold that property matters. Joint tenants and tenants in common have different implications for how your share is distributed after your passing. We can help you decide whether to specify who inherits your share or include it in your overall estate plan.

Assets Beyond Houses: Don’t forget to account for all your assets, including bank accounts, stocks, valuable items, and National Savings & Investments (NS&I). If you have specific wishes for certain assets, such as gifting stocks to a family member, it’s essential to clearly outline these in your will.

Guardianship for Children: If you have children under the age of 18, it’s critical to appoint guardians who will care for them as you would want. You can also establish trusts to provide for their financial needs and ensure their well-being.

Charitable Contributions: If you wish to leave a legacy by donating to a charity, make sure to include the charity’s full name and registration number in your will. This ensures that your gift goes to the right place and fulfills your charitable intentions.

Unique Circumstances: Everyone’s situation is unique. Depending on your circumstances, you may need additional clauses or advice from professionals like accountants, financial planners, or trust specialists. We have a network of trusted partners to address all your needs.

To help you navigate these critical decisions, we provide a comprehensive wills questionnaire that covers all aspects you might not have considered. Our goal is to make the process as smooth and educational as possible.

Planning your will is not just about the paperwork; it’s about securing the future for yourself and your loved ones. If you’re ready to get your affairs in order, please reach out to us. We’re here to assist you in creating a well-crafted will that reflects your wishes and provides peace of mind for you and your family.


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