Making a Will isn’t something any of us like to think about but making a Will means you choose:

(a) who inherits your assets

(b) who will sort out your affairs

(c) who will look after your children

(d) how much tax to pay

 

Prepare for making your Will by considering and/or discussing with a significant other the following:

• List of your Assets held in your name and jointly and valuations - in UK and overseas
  

• Are you a beneficiary under a trust
  
  
• Life Insurance policies - terms on death
  
  
• Pensions - terms on death
  
  
• Death in service under employment contract
  
  
• Who do you want to manage your affairs on death
  
  
• Who do you want to look after your children
  
  
• Who do you want to have your diamonds, vintage cars, grandmother's china etc.

• Who do you want to have the rest
  
  
• Are there any other dependants you should consider
  
  
• What sort of burial/ cremation/funeral service do you want
  
  
• Any secrets you only want to divulge to your executors
  

 

To make sure you have an effective Will
call us on:

01733 887660