We can help you with the preparation of your will whether you need detailed inheritance tax planning or just a straight forward 'family' will.

The strong relationship that we will have with you means that we build up a detailed knowledge of your personal and financial circumstances. This means we are well placed to be able to offer the advice that you need, not only now but also in future years if your personal circumstances change or should changes in tax legislation affect you.

No matter what the value or nature of the assets of your estate might be, it is important that you make a will. This simplifies matters on your demise and makes sure that your estate will pass to your nominated beneficiaries and at the minimum tax cost.

Research from unbiased.co.uk has found that an astonishing 30 million people in the UK do not have a will, meaning that on their death their assets may not be distributed how they would want, and the care of their children is left for others to decide.

We have the expertise to be able to advise on and prepare a will for you in-house and we provide a one stop service for you whether making a new will or updating an existing one.

When the time comes for the administration of your estate to be handled we have the experience and expertise to be able to offer your executors and other family members a comprehensive and supportive estate administration service to enable the administration of your estate to be handled in a timely and cost effective manner. To discuss how we can assist you in these matters please contact us.
 

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More from Tax and Estate Planning

We offer a complete solution to clients. As well as completing your return, we use our knowledge of your individual circumstances to provide you with proactive advice and help you to minimise your tax burden.

Our knowledge of trust and tax law and of its practical application has enabled us over many years to establish a large and well respected trust department, making us one of the leading practices in the area offering such a specialised service.

The advice and support we have received from Simpson Wood – in particular, Mark Fielding – while trying to secure funding for an extension to our care home has been invaluable. Simpson Wood always deals promptly with any queries we have.

Julia McDermott

Owner

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Our Will Writing and Estate Administration Team

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Joy Lockwood

Trust Senior

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