Wills

Wills should form the cornerstone of Inheritance Tax and wealth planning for all families and individuals.

Properly structured Wills and property ownership can result in very significant savings in Inheritance Tax.

A well drafted Will also enables you to:

• Choose how your property and possessions will be dealt with in the event of death
• Provide for children and appoint guardians
• Give particular gifts or sums of money to named people or organisations, including charities
• Maximise Business and Agricultural Reliefs for Inheritance Tax

Your Will appointment Checklist:

The following would assist us when discussing your Will with you:

• A list of your assets and liabilities with approximate values for each
• The full names and addresses of anyone to be named in the Will
• Confirmation of your identity (e.g. passport and driving licence)

We usually have Wills ready for clients within a week of the initial meeting, although in an emergency this can be reduced to a few hours or less.

We will store your Will, deeds and other original documents in our Strongroom free of charge.

Useful Information:

Click on the links below for further information:

Wills - How Langleys Can Help You and Your Family

Wills, Inheritance Tax and Capital Gains Tax: An Aide Memoire for Commercial and Agricultural Clients

Inheritance Tax (IHT) Planning

Life Assurance Trusts

Pilot Trusts With Death in Service Benefits

To contact one of the Private Client team please click here.