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Will Planning Service

Why would you want an accountant to prepare your will?

As your tax adviser, we have a good understanding of your business and the arrangement of your affairs, we may have even advised you about how some of your estate is structured. Because of this, we can save time and cost in the will planning process.

Time is saved as you do not need to spend time with both the solicitor and accountant, and money is saved by only paying one professional consultant.

We outsource the main will writing part to On Demand Lawyers, who are experienced will writers who may be in contact to discuss legal elements during the will writing process.

 

Already have a will?

Many people forget to update their will following changes in their circumstances, such as marriage, divorce, birth of children, passing away of parents, start up of a business and so on.

Ideally wills should be reviewed or updated every five years.

If you would like a free review of your existing will following a change in circumstance or to ensure it is tax effective, please do not hesitate to contact us to arrange a free hour meeting.

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