Start your Will

Preliminary questions
Do you have an existing will?
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Personal Detail
Please enter your name
If yes, provide details
Please enter an address
Please enter your email address
Please enter your telephone number
Please enter your date of birth
Please enter your occupation
If yes, provide details
Family
Please enter your marital status
If married, please enter the name of your spouse and date of marriage. If divorced, please enter the name of your ex-spouse and date of divorce. If widowed, please enter the name of your deceased spouse and their date of death. If you are in a relationship or cohabiting, please enter the name of your partner.
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Please enter a number
If yes, provide details
e.g. step children, adopted children or any disabilities etc.
Your assets

Please enter the value for each of these asset groups.

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e.g. business interests, income from trusts, etc. Please provide details.
Your liabilities

Please enter the value for each of these liabilities groups.

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Your estate value
This should be the total of the assets section above.
This should be the total of the liabilities section above
This should be the total value of the assets section, minus the total value of the liabilities section. The current nil rate band for Inheritance Tax is £325,000. This means that the value of your estate under this amount is taxed at 0%. If the value of your estate is over £325,000 we will be happy to discuss Inheritance Tax planning measures with you
Your Will
Please include their names, addresses and their relationship to you. Your executors will be the persons who deal with the administration of your estate. They will collect in your assets, pay any liabilities and distribute your estate in accordance with the terms of your Will. You may appoint up to four executors and may name replacement executors to act only in the event that your named executors are unable or unwilling to do so
If provided, please state their names, addresses and relationship to you.
Please note that professional executors will charge for their time in acting in this capacity. If you select this option we will provide you with further information in relation to our fees in this respect.
Include the amount, name of beneficiary, address, age at which they should receive the money.
Include the amount, name of beneficiary, address, age at which they should receive the gift.
The residue of your estate is what is left over once all funeral expenses, taxes and legacies have been paid.
If the gift of the residuary estate or part of it should fail, for example because a beneficiary has predeceased you, the gift over clause states who should receive the residuary estate or part of it in substitution. This could be the surviving beneficiaries, the child of the deceased beneficiary, a charity or another beneficiary completely.
If you have infant children you may appoint a guardian to look after them in the event of your death. Please note, however, that if there is another person living with parental responsibility for the child then this clause will not have effect. Include the name, address and relationship to yourself.
Please add details of any further wishes.
Please add details of any further wishes.
Include a name and address.
Please select an office
Please include details here if you would like further advice in relation to Inheritance Tax planning or trusts.
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