Frequently Asked Questions

What is a will, and why do I need one?

A will is a legal document that outlines how your assets will be distributed after your death. It ensures your wishes are followed and helps prevent disputes among beneficiaries.

How do I choose an executor for my will?

Choose someone trustworthy, organised, and reliable, as they will manage your estate, pay debts, and distribute assets. This could be a family member, friend, or professional such as a solicitor.

What happens if I die without a will?

If you die without a will, your estate will be distributed according to the rules of intestacy, which may not reflect your wishes. This could result in unintended beneficiaries and potential family disputes.

Can I change my will after it’s been written?

Yes, you can change your will at any time by creating a new will or adding a codicil, which is a legal amendment to your existing will. Ensure any changes are properly witnessed and documented.

What is the difference between a will and a trust?

A will takes effect after your death, outlining asset distribution. A trust can manage assets during your lifetime and after death, offering potential tax benefits and avoiding probate.

How can I minimise inheritance tax through estate planning?

Estate planning strategies such as setting up trusts, making gifts during your lifetime, and using your inheritance tax allowances can help reduce the amount of tax your estate pays.

What are mirror wills, and are they suitable for my partner and me?

Mirror wills are identical wills made by a couple, leaving assets to each other or the same beneficiaries.

How do I ensure my will is legally valid?

To ensure your will is legally valid, it must be written, signed by you in the presence of two witnesses who also sign it, and made by you voluntarily with the mental capacity to make decisions.

What is a Lasting Power of Attorney, and should I include it in my estate planning?

A Lasting Power of Attorney (LPA) allows you to appoint someone to make decisions on your behalf if you become unable to do so. Including an LPA in your estate planning ensures your health, welfare, and financial affairs are managed according to your wishes.

How often should I review and update my will?

You should review your will regularly especially after major life events such as marriage, divorce, the birth of a child, or significant changes in your financial situation to ensure it reflects your current wishes.