Advice on Wills
Inheritance Tax legislation contains many complex elements and requires careful consideration. We air all the pertinent issues and help you consider all future requirements when considering your will or planning any lifetime transfer of assets.
With the introduction of retrospective legislation relating to "pre-owned assets" it is vital to review transactions going back as far as 1986 to ensure that proper or corrective action is taken.
The earlier you make arrangements, the greater your chance of taking advantage of the opportunities available, maximising the amount that goes to your beneficiaries.
Our integrated wills and estate planning services include:
- Helping you formulate your will
- Making full use of exemptions
- Optimising lifetime transfers between spouses
- Transferring agricultural or business property
- Transferring assets into trust and advising on the formation of settlements
- Arranging life cover for potential inheritance tax liabilities
“I like having the peace of mind that I am providing for my family even when I’m no longer around. Wellers took me through the process quite gently and made it a far more positive experience than I would ever have thought at the outset. After all, I want my family to have the money I’ve worked for, not the Government.”