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Will Planning – what to consider

Are you looking at Will planning or thinking of what to include in your Will? This month (10 – 16 May) is Dying Matters Awareness Week, when organisations and individuals open up the conversation surrounding death, dying and bereavement. Having an up-to-date and valid Will in place ensures your life legacy is dealt with in the manner you would wish upon the event of your passing. It will protect loved ones and assets and where appropriate, mitigate tax within the constraints of the law.

In this time of Covid-19 and the consequent haste to “put your house in order”, when you’re Will planning it pays to take note of the following tips so that you and those close to you can have a Will which ensures an efficient inheritance:

Thinking of making a Will or need to update an existing document? Our specialist team at Bowcock & Pursaill has comprehensive knowledge in this area and can advise on all aspects of Will planning including Trusts, Estate Planning, and Inheritance Tax.  Contact our experienced team to arrange a convenient COVID-secure appointment via telephone.

Call us on 01889 598883 to find out how we can tailor advice to meet your individual needs.

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