DO YOU NEED TO MAKE A WILL ?
If you have not already done
so the answer is probably YES
FOR A LIMITED TIME WE ARE OFFERING A FREE APPRAISAL OF YOUR CIRCUMSTANCES
CALL IN OR TELEPHONE FOR A FREE FORM COMPLETE AND RETURN TO US AND WE WILL ADVISE YOU ON WHETHER YOU NEED A WILL AND IF SO THE MAIN REASONS WHY
IF YOU HAVE A WILL BRING IT IN AND WE WILL ADVISE YOU FOR FREE AS TO WHETHER THE WILL NEEDS TO BE UP DATED
Basically if you have assets of more than £125,000 you should seriously consider making a Will and if you and your partner are not married then you should make a Will whatever your circumstances.
If you currently have a Will due to the changes in the Inheritance tax rules introduced by the Chancellor in the last budget all married couples should consider whether their Wills are now best for the current circumstances and should take advantage of our free appraisal service.
We give below some examples of circumstances in which it would be appropriate to make a Will
singles and couples without children.
When we bought our home together our financial advisor recommended we made a Will. We were surprised to discover that as we were not married if one of us died the other would not automatically inherit the house. We spoke to J Scollan & Co and they helped us ensure our estate would be distributed according to our wishes.
when you have children it is important to make a Will and ensure it is regularly updated.
We were watching a documentary about child care, when we realised we had made no provisions for our children in event of the worst happening to both of us. We spoke to J Scollan & Co who gave us the advice we needed to ensure that our children’s guardians were chosen by us. We now know who will be giving our kids the love and support they need should the worst happen. Making a Will has given us peace of mind that our children will be provided for.
If you have a large estate you may need to consider tax planning in the preparation of a Will and we can advise in this regard
Bob and I had worked hard to pay for our home and give our children a start in life. The thought of the kids losing 40% of their inheritance to the tax man did not put a smile on our faces. We spoke to J Scollan & Co and we were surprised to learn we could save inheritance tax by making a few simple provisions. We now know that our children will benefit from the full extent of our hard work.