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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Types of Wills and living wills

Choosing the right type of Will.
With so many types of Will available, Expert Wills is here to guide you through the process of choosing the right type of Will. I will take the time to ensure you have a Will you are happy with, offering you peace of mind for the future and protecting your family and loved ones.

Standard Wills

Basic Single Will: A Basic Single Will is suitable for one person and includes:

  • Appointment of executors
  • Appointment of guardians
  • Name people you wish to receive specific items or gifts
  • Name who will benefit from the remainder of your estate
  • Provide specific funeral arrangements




Basic Mirror Will: A Basic Mirror Will is suitable for couples, including civil partners and co-habiting partners who want the same things. The Wills are substantially the same, but do reflect your individual wishes.

Trust Wills

If you own a property, a Trust could offer you added protection to ensure your estate stays within your family, doesn't get used to pay for your care fees, or given to your partner's new family if they remarry after you die or even given away in divorce or bankruptcy proceedings.

Trust Wills vary in complexity, depending on what you want them to do and depending on what you are trying to protect your assets from and what assets you put into them. I will never create a Trust, if I am not sure that you fully understand what it does and why. It is paramount that you understand what is going on at every stage.


Living Wills

A Living Will allows you to outline any wishes you have regarding healthcare and medical treatment, in the event of you not being able to communicate at a later date.

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WHAT TO INCLUDE IN YOUR WILL

I can help you through this process, but you need to think about including the following:

  • Any money, property and possessions you have

  • Who you would like to benefit from your Will

  • Who you want to look after any children under 18 years of age

  • An executor – this is the person who will manage your estate and carry out your wishes after your death.

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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