Will writing

A well-written and correctly planned Will is crucial to efficient Inheritance Tax (IHT) planning.

A carefully drafted Will can help you plan appropriately for IHT by making the most of available tax reliefs and ensuring your assets go where you want them to.

If you fail to make a Will, your assets will be distributed according to intestacy rules, which means they may not go to your chosen heirs.

Most of us would prefer to pass on our wealth to our families rather than HM Revenue & Customs. Never assume that a Will drawn up many years ago will still hold good tomorrow. It’s wise to review your will regularly, assessing its provisions and relevance to your changing circumstances.

We have access to legal service providers who can arrange for Wills to be drawn up on your behalf. This is just part of the service we provide on protecting you and your estate.

The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.