Wills - Making a Will

Can you believe that over 70% of the UK population does not have a current Will that is an accurate reflection of their financial circumstances and the personal choices at the time of their death?  Making a Will creates certainty, reduces worry and gives you the peace of mind of knowing exactly how your money, property and possessions will be dealt with after your death.

A Will guides those who are left behind and saves worry and heartache at a time of great emotional stress. Making a Will is usually the first step to take in structuring your affairs in order to minimise your liability for Inheritance Tax.

A married (or Civil Partnership 'CP') couple can arrange their Wills so that the tax free portion (up to £312,000 in 2008/9) goes into a discretionary trust when the first of them dies. This enables the survivor to receive benefit while preserving the tax free status of the trust and, for many couples, can mean there is no Inheritance Tax to pay once the survivor has died. Usually this also entails making you tenants in common of your home.  Of course, the Chancellor has now created a 'couples allowance' which needs to be looked at.

Our services include :-

• Gifts to members of your family
• Issues in Wills such as guardianship, adoption and divorce - including contact and residence issues relating to children.
• Preparation of Wills, trusts and deeds
• Reviewing and amending Wills
• Obtaining grants of probate and letters of administration
• Winding up and distributing estates
• Advising in disputes arising after a death
• Preparation of lasting powers of attorney both for welfare and financial
  
  

Wills & LPAs Questionnaire

For a no obligation estimate of our fees or to have one of our specialists contact you to discuss your specific requirements, please complete the questionnaire below and email it to assist@ellisjones.co.uk or post it to our Ringwood office (address at the foot of this page).

For more information, please telephone:

01202 709898 or 01425 484848