Wills, probates and trusts

When was the last time you updated your will? Or if you are like over 60% of the population you may not even have a will yet.

Drawing up a will is the best way to ensure that your wishes are carried out as you intended after you’ve gone. A will also protects your loved ones and family and minimises the financial worry during what is an upsetting and stressful time.

Many people assume that their estate will automatically go to their closest family, but if you die ‘intestate’ (without a will), that may not necessarily be the case. Your heirs may not receive what you wish to pass onto them, or your assets could be reduced through inheritance tax.

Planning ahead during your lifetime means that you can ensure that your ‘estate’ is distributed as per your wishes. We can also advise you on the best way to preserve your family’s wealth during your lifetime or protecting assets in trusts. For those who are not married, we can also help with advice to ensure that your partner receives your legacy and is not subject to legal challenges from others after you’ve gone.

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Crossways House, Church Road, Middlezoy, Somerset, TA7 0PA
Telephone: 01823 690 456
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