wills, trusts and tax planning
Making a will is about planning for the future of your loved ones, and making sure your wishes are carried out for your peace of mind.
why should I make a will?
- To ensure your assets are distributed as you wish
- To make adequate provision for your loved ones, and for friends and charities if you choose to
- To ensure your loved ones do not suffer unnecessary stress
- To make provision for your children's future by appointing guardians
- To provide for any special funeral requirements you may have
- To minimise your tax liability
what happens if I don't make a will?
- The intestacy rules will govern how your Estate is distributed
- Your family may not receive what you would like them to
- Friends and charities will receive nothing
- Dealing with your Estate may be complex and costly
- Your children may not be brought up by whom you would like
- You cannot make funeral arrangements for yourself
- Your estate may pay unnecessary tax
why choose Cleggs?
We will:
- make sure your will carries out your wishes
- provide practical guidance on minimising tax
- advise you on whether a trust would be appropriate
- advise you on Estate planning so that you can, for example, plan for the education and maintenance of your children and grandchildren.
how much will it cost?
We usually charge £200 plus VAT for a straightforward will, and between £275 and £350 plus VAT for mirror wills for both you and your partner (depending on complexity). We will discuss the cost of preparing more complex wills with you before we commence work on them. You can find more information about private client work and what it means here.
For further information contact Director Mark Williams on 0115 977 5801.