Making a Will

Do you want your assets to be dealt with after your death in accordance with your wishes and not according to Rules set by the Government? Well if that is the case you need to make a Will!

Everyone should do so and update it regularly to ensure that after their death, their assets are distributed quickly and efficiently amongst their own, chosen beneficiaries. Putting it off because you are too young is a mistake too often made, so don’t leave things to chance in the uncertain world we live in.

The next most important thing to do is to register your Will and consider signing a Lasting Power of Attorney at the same time.

You can rely on us to

  • ensure your assets go to your chosen beneficiaries
  • help you appoint suitable Executors and Guardians if you have young children
  • ensure you are aware of how to best navigate through the taxation minefield and choose strategies that can be used in your Will to mitigate the impact of taxation after your death and maximise the amount passing to your beneficiaries
  • provide you with advice from other Brown Turner Ross Teams on how best to deal with family circumstances such as ongoing maintenance payments or business matters such as the split of, or classification of family shares for inheritance tax purposes
  • work closely with your Accountants, and Financial Advisors to ensure that an integrated approach is adopted to managing your finances both before and after your death

You can include any of the following in your Will to minimise the impact of taxation on your estate:

  • Discretionary Trusts including a loan clause
  • Life interest Trusts
  • Protected Trusts
  • Conditional gifts

We are also able to advise on the preparation of Living Wills.

You can benefit from our expert advice by discussing your wishes with us

  • at our Offices in Southport, Liverpool or Birkenhead
  • in the comfort of your own home
  • in Hospital if that is where you are at the time
  • at any location convenient to you