Wills and Wealth Planning

Why should you make a Will?

A Will is probably one of the most important documents that you will ever sign. If not, it should be! Everything that you have worked for and built up during your lifetime will be disposed of in line with your Will after your death.

You would never dream of using a rogue builder to work on your house or leave it to fall into disrepair so why would you cut corners with everything that you own by not using a solicitor to create your Will? We often hear reasons why people don’t have a Will such as, “I’m tempting fate”, “I’m too young” and “I’ve got nothing to leave”.

In response to those reasons we would say that having a Will is sensible especially if you have a family. You’re never too young to have a Will.

You have something to leave in a Will as soon as you take out an insurance policy, own a car, house, pension or have savings in the bank. Creating a Will can make sure that your assets are protected and reassure you that they will be passed on to the people and charities you choose when you die.

How can our Wills and Wealth Planning team help you?

When creating a Will it is important to make sure that not only are all your assets included but that specialist advice is taken, where needed, to cover any inheritance tax or individual circumstances.

Our specialist team don’t just ask you what you want in your Will and write it down. Anybody (including you) could do that. We will take the time to look at your family and financial circumstances to find out what is important to you. Giving you the reassurance and confidence to know that every aspect of your life has been covered and will be reflected in your Will.

Our team have the internationally recognised Society of Trusts and Estate Practitioners (STEP) qualification and therefore have the technical knowledge and years of experience in this specific area of law to help you find a bespoke solution to meet your individual needs. We are also members of the national organisation Solicitors for the Elderly (SFE).

Our Wills & Wealth Planning service:

Our team offer specialist advice and help in a flexible way, either through meeting with you at one of our four offices or visiting your home if you are housebound and unable to come to us.

At the start of the process you will meet with your dedicated solicitor who will advise you and draft your Will themselves, rather than pass it down to an unqualified person to deal with. Your solicitor will also advise you (if needed) on:

When it comes to the cost, we are open and transparent about our charges from our initial meeting to the drafting of your Will. We will also give you a choice as to how you wish to pay for your Will. To find out more about our prices, please read our Wills service provision and price list page.

Contact us:

For more information about our Wills and Wealth Planning service, please contact our specialist team via our contact form or call us on 0161 475 7676.