Jane Stebbings, Associate (TEP)

Don’t put off making a will. Having a professionally drawn will in place gives huge peace of mind and helps to secure your family’s future.

Keep your will under review. Your circumstances and wishes will change over time and so will tax law. It is important that your will reflects your wishes and is also tax efficient.

Put in place a Lasting Power of Attorney so you have attorneys in place who can deal with your affairs if you need help in the future.

Will my estate be subject to inheritance tax?
This will depend on the value of your estate, the available inheritance tax allowances, exemptions and reliefs and the terms of your will. Careful planning can help to mitigate the effect of inheritance tax.

How do I balance the interests of my second spouse and my children from my previous marriage?
To provide for both with certainty, the answer lies in trusts. We can advise you on how your will can be structured to provide for your spouse and ensure your children inherit from your estate.