Having a Will professionally prepared is one of the most important tasks we will ever have to complete.

Wills

  • Contact us for a no obligation review

This is an important document designed to protect our families and loved ones, yet so many of us put it off by saying ” I’ll do it tomorrow”. But what if tomorrow never comes?

 

While your loved ones are having to cope with feelings of loss, shock and grief, they could also be left to pick up the financial pieces if you die ‘intestate’ (without leaving a Will).

document

Reassurance

A Will is the primary way to make sure your savings and possessions go to the people and causes that you want it to.

speach-bubble

Avoiding disputes between relatives

Leaving a Will should remove any doubt about who you want to leave your estate to.

» Read More

Close relatives and dependants may still be able to make a claim on your estate, but a solicitor can advise you on this and ways to prevent it.

» Show Less

family

Taking care of your loved ones

Although it’s always difficult for loved ones to talk about death, discussing your Will can save everyone a lot of worry.

» Read More

Stating in writing who you want to leave your possessions to can help you make sure they go to the people you have named as beneficiaries.

» Show Less

pound-sign

Saving on Inheritance Tax

With a carefully-planned Will, you can also reduce the Inheritance Tax bill on your estate after your death.

» Read More

Inheritance Tax isn’t normally paid on anything you leave to a spouse or civil partner who has their permanent home in the UK, and is only payable if your estate’s value exceeds a certain amount*

» Show Less

church

Letting people know your funeral wishes

Your Will can be a way to let people know whether you would prefer to be buried or cremated, and the type of funeral service and any music you would like.

CHN-pension-planning-landing-page_15

Updating your current Will & Inheritance Planning

Financial circumstances can change unexpectedly, so it’s essential that you keep your will updated in line with your needs.

If you’re not sure of your current situation, use the contact form to arrange a no obligation review.

* Will writing is not regulated by the Financial Conduct Authority. Amounts are subject to change.

Contact Us

“Clayton Holmes Naisbitt have always put our interests first by giving both of us sound, clear advice with no obligation to buy into services they recommend. All our questions are answered with clarity which is important in the financial world where attention to detail is vital. We would not hesitate to recommend them to anyone looking for sound financial advice.”

– Stasha & Peter

“Following the sudden death of my husband, Lee provided an exemplary service by managing my finances throughout that very difficult time. He has subsequently provided me with excellent advice on investments, explaining them to me in a simplified easy to understand way. I will gladly recommend him to friends, family and colleagues.”

– Nick Fozzard

“Just want to say how grateful we are (to Daniel Lees) for the help and advice you’ve given us over the past few months and for helping us to get our mortgage application through and approved; it’s been a massive help to us as first time buyers to have been able to rely on your knowledge and expertise and have been really pleased with the service we’ve received.”

– Michael & Sophie

Clayton Holmes Naisbitt