Clear planning. Fewer surprises. Peace of mind for the people who matter.
Most people know they should have a Will. Fewer feel confident that the one they have still reflects their wishes or their current reality.
Life moves on. Businesses grow. Families evolve. Tax rules change. But Wills are often written once and quietly forgotten, sometimes for decades. That’s where issues can arise.
Will reviews and bespoke Will planning
You’ve worked hard to build your wealth and your business, now it’s time to protect it.
How we help
Why your will might need reviewing
Over time, Wills can become out of date or no longer fit for purpose. Common reasons include:
- Significant changes in your asset base
- Business interests being created, sold or restructured
- Changes in family circumstances
- Outdated assumptions around tax and legislation
In other cases, Wills have been prepared using low cost templates that simply aren’t robust enough for business owners or families with more complex affairs.
And for some, there is no Will at all, leaving important decisions to be made by intestacy rules, rather than personal choice.
Why this matters
An outdated or poorly drafted Will can lead to:
- Assets passing to unintended beneficiaries
- Unnecessary inheritance tax
- Delays, additional costs and avoidable stress for your family
- Complications for surviving spouses or children
For business owners, the consequences
The benefits of a well structured Will
A well planned Will is about control and clarity. It can help to:
- Pass wealth to the next generation in a tax-efficient way
- Protect children and vulnerable beneficiaries
- Provide for a surviving spouse while safeguarding family wealth
- Reduce exposure to care home fees where appropriate
- Ensure business interests are dealt with clearly and sensibly
Most importantly, it gives certainty at a time when your family needs it most.
Is this right for you?
A Will review is particularly important if you:
- Don’t currently have a Will
- Prepared your Will many years ago
- Own a business or multiple properties
- Have a blended family or second marriage
Our Will services.
Will Review and Estate Planning review
Typically £600 – £1,200 + VAT
A structured review of an existing Will to identify risks, gaps and opportunities for improvement. We will also identify early stage opportunities to improve your Inheritance Tax position and to protect against care home fees.
New Will Preparation
Typically £1,800 – £2,200 + VAT
A bespoke Will prepared around your assets, family arrangements and long-term intentions. Further expand on and dovetail with estate planning opportunities.
Fees will depend on the complexity of your circumstances and the above is intended purely as a guide.
An effective Will can prevent unnecessary stress, cost and confusion at an already difficult time. In many cases, the value of getting it right far outweighs the cost.
Why Wilson Partners?
At Wilson Partners, financial and tax planning sits at the heart of everything we do.
We help you think through how your assets, business interests and family priorities should come together, now and in the future.
Where appropriate, we work alongside legal specialists to ensure that this intent is reflected clearly and robustly in your legal documents.
It’s a joined up, long term approach that helps prevent costly gaps or misunderstandings later down the line.
Speak to an advisor
If you’d like us to review your existing Will or discuss putting one in place, speak to your usual Wilson Partners contact or get in touch to arrange an initial conversation with our advisory team.
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It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
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