Wills & succession

Your Will is an essential part of personal financial planning.

Without a Will, the rules concerning distribution on intestacy will determine what happens to your assets when you die. These may leave your dependants with unforeseen tax or other problems. 

We can advise on all aspects of Will making and succession to assets on death including:

• Inheritance Tax and Capital Gains Tax implications
• Inheritance Tax - efficient Wills
• advantages of nil rate band discretionary trusts in Wills for spouses or civil partners and other types of trust in appropriate cases
• arrangements for jointly owned property
• domicile issues
• matters relevant to foreign nationals owning assets in the UK
• impact on other elements of your estate planning.

Next steps

Please see our 'Making your Will' information sheet. Then access our 'Will instruction form' and contact a member of the tax planning team.

In more straightforward cases, our standard wills package may be appropriate. 

For further information please contact one of the team.