Will and Trust
planning

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Why do I need a Will?

Most importantly, a Will provides yourself and your loved ones with peace of mind. If you do not have a Will, you have no say over what happens to your assets after you die and this can cause difficulties for those you care about most.

Without a Will your assets will pass via the rules of Intestacy. Most people assume your spouse automatically receives all, but you can see the rules, and who may actually receive your assets, on our information sheet here.

Making a Will enables you to plan what will happen to your estate and ensure that those who you would like to benefit actually do so.

Watch our video to find out more!

Key considerations

  • Would you like for your assets to pass to your spouse's new husband/wife?
  • Would you like to protect your assets for the benefit of your children?
  • Would you like to avoid Inheritance Tax (if applicable) for yourselves and Generational Inheritance Tax for your children?
  • Would you be happy using all your assets to pay for your care?

If any of the above are of concern to you, Trusts are the answer!

Trusts

Trusts were first developed in the 12th Century from the time of the Crusades to protect individuals' assets (including property), and we continue this development and protection to our clients today.

Trusts are one of the most valuable financial planning tools, but unfortunately the least-well understood. A trust is similar to a safe box - a place holding valuable contents (inheritance) for your chosen beneficiaries.

These assets are safeguarded by your chosen Trustees, who can unlock the 'safe' to change and distribute to your beneficiaries, in the most efficient manner, and in line with your wishes.

Inheritance tax calculator

Use our calculator to discover your potential inheritance tax liability

Will and trust questionnaire

Take our short questionnaire exploring common considerations

Technical Information sheets

Extra information for specific circumstances

Speak to us to discuss your circumstances and ensure that your Will reflects your wishes.

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Countrywide South East LLP

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