Frequently Asked Questions
Click the question to find out more:
A will is a legally binding document where you state your instructions for how your estate should be distributed when you pass away. They may also be used to appoint guardians to take care of your minor children, and executors to manage your estate on death.
As long as you have testamentary capacity you are free to change or revoke your will as you please. We recommend that you review your will every 3-5 years or on certain life events such as marriage, divorce, birth of children, death of any beneficiary, or if your financial situation changes.
These are the people you trust and choose to administer your estate after you’ve gone. We can act as your executor and help your loved ones administer the estate.
It should be stored somewhere safe where your loved ones will be able to find it when you’ve gone. For more information, check our storage solution.
An LPA is a Lasting Power of Attorney. It’s a legal document in which you appoint people you trust to make decisions for you in the event that you cannot make them for yourself. This is a document which is used during your lifetime.
A trust is essentially a safety deposit box in which you can put your assets to protect them for designated beneficiaries.
No. This will invalidate any gifts in their Will to the Witness. Their spouse cannot be a witness either.
After probate, yes. Your Will becomes a public document. This is how we know what William Shakespeare put in his Will.
Yes. Again this is becoming prevalent within estate planning and contentious practitioners will never be without work. It’s important to get professional advice to ensure that your estate is protected and your wishes carried out.
This is a contentious area of law. It’s important to note that you can plan for care fees and you may be able to protect all or part of your Estate by using a Trust in your Will but It is a specialised area and is vital you get professional Will Writing advice to ensure it is appropriate for your circumstances.
The rich get (and stay) rich because they surround themselves with people with knowledge. The same goes when it comes to protecting your wealth and a popular way to protect your wealth is through tax mitigation and professional advice. We can help you protect, preserve and pass on your wealth through effective estate planning.
Inheritance Tax is known as a ‘voluntary tax’ as there are things you can do in lifetime to reduce how much tax you will pay, and also planning you can put in place in your will to make sure you make the most out of all available reliefs.
Every individual has a nil rate band of £325,000 (2024/2025). This is the amount they can gift on death without any inheritance tax becoming payable.
On top of this there is also a residence nil rate band of £175,000 (2024/2025) that can be used against your property if it is being gifted to your children or remoter descendants such as grandchildren.
Both allowances are also transferable between spouses. Your Will Writer will be able to advise you in detail about the tax your estate is likely to pay and what you can do to mitigate this. (from the Society of Will Writers).
Verified Customer Reviews
Couldn't fault Sara. Expert advice (she knows what she's talking about). Very experienced. I chose her because I saw her Google Reviews and checked with the Society of Will Writers who confirmed that she was a member and was on their advisory board. Very affordable. I'm glad my Will is now in place. Will look at LPAs next... Would recommend
Sara was recommended by a family friend who would not use anyone else. We'd been putting off sorting our will for a while but Sara made things very straightforward and easy. I've since recommended Sara to my mum who has used Sara for her will and LPA's. Thank you for all your help with putting these documents in place and giving our family peace of mind for the future.
Very proffesional helpful lady. Very happy to spend time answering questions etc. Sorted my needs and requirements. Highly recommend this company.
Sara is extremely professional and knowledgeable and also very personable and kind. She talked me through the entire process and I am confident and relieved to have everything in place with such an excellent company. Highly recommended.
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