It’s January, a time for fresh starts and positive changes, new gym memberships and healthier eating. Whatever, you’ve resolved to change or do in 2022, it’s not too late to add another – very important – task to your plan: making a Will. You’ll be surprised how good you feel once you’ve finally crossed it off your to-do list.

If you die without a Will, your estate will be shared out according to Intestacy rules – which may not be the outcome you want.

Why it’s important to have a Will

Research shows that almost two thirds of UK adults do not have a Will. That’s millions of people who have not planned for what will happen to their property and wealth when they die – and who may be putting the financial security of their loved ones at risk.

It doesn’t matter what you want to leave to your loved ones or what people believe they will inherit; if you die without a Will, your estate (property, money and assets) will be shared out according to the intestacy rules. Whilst the rules might fit some families’ circumstances, in many cases the outcome would not be what you wanted to happen to your estate.

Learn more about the intestacy rules here

Other good reasons to make a Will now are to:

• Ensure your spouse/partner and children are provided for financially
• Protect your family home and any other property
• Mitigate Inheritance Tax
• Appoint legal guardians for your children if they are under 18.

Arrange a free consultation today

Take the first step toward protecting your estate and your loved ones’ financial security by arranging a FREE Will consultation with our Client Relationship Manager, Sharon Rigden.

During this informal session, Sharon will discuss your circumstances and your wishes and advise on the best way to structure your Will. You can also discuss on putting assets into Trust and Lasting Powers of Attorney, as required.

If you already have a Will, you can use your free consultation time to have it reviewed to make sure it is valid and structured in the best way.

We can meet with you in person (following safe social distancing guidelines), on the telephone, or via video call (Skype or Zoom) and you are under no obligation to act on the advice you receive.

To arrange your FREE Will consultation, please email Sharon Rigden or call 01772 431233.