Estate Planning

Your estate could be your home, pension, savings, insurance, even business so planning is essential if you want to ensure that it is shared amongst those who matter to you.
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will writing services

Everyone is unique and as such requires unique Will writing. This is only possible with a personal service that can listen and advise on a Will that fulfills all personal and legacy needs and requests.
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Is the time right?

As you get older you'll consider a Will regularly but in reality many leave it too late and as a result allowing the government to decide on how the inheritance you leave is distributed.
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Inheritance Tax

Inheritance will attract tax but there are ways to minimise it. You'll need someone who understands this and measures you can use to ensure that the maximum you can give goes to those you leave it to.
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Inheritance Tax (IHT) Planning

How to avoid Inheritance Tax Planning.

Many families worry about large portions of their estate being lost to Inheritance Tax (IHT), but effective inheritance tax planning could save you hundreds of thousands of pounds, safeguarding the future for your loved ones.

If your estate is worth over £325,000 then you need to consider the impact IHT could have on the people who will benefit from your will.

What is Inheritance Tax?

IHT is paid on an estate when somebody dies. If you have a lot of money or a house worth more tha £325,000 to leave behind, then I can sit down with you and help reduce the amount your loved ones will have to pay in tax.

How much Inheritance Tax do I Have to Pay?

The Government sets the IHT threshold and currently, every individual can leave £325,000 tax free*. Everything over that amount is subject to tax of 40%, which represents a significant amount of your estate that won't go to your nearest and dearest.


The Importance of Inheritance Tax Planning


Expert Wills offers an Inheritance Tax Planning service, which can offer your family very real savings. By planning ahead, you can decide how you want to divide your estate and I can work with you to write a will and offer advice on how to reduce the amount of IHT your family will have to pay.

*Tax threshold set until 2014-15

why write a will

Welcome to Expert Wills, where you can get a personal service to help you plan your affairs
and offer you peace of mind for a future free from worry.

The benefits of writing a will;

  • Protecting the future for your children
  • Reducing the amount of inheritance tax
    your loved ones have to pay
  • Ensuring your estate will go to the people you want it to

If you are thinking about planning your estate, but don't know where to start, Expert Wills offers a friendly service, designed to meet your specific needs and help you secure the future for your loved ones.


Secure the future of your estate today by contacting Expert Wills on 07775 431 821 or email james.carlton@expert-wills.co.uk

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