Will Writing & Estate Planning Services
Anyone can set up in business as a Will writer.
That does mean that many people offering their services are not regulated. Worrying? Yes, of course. So how do you make sure that you are actually dealing with a competent and trustworthy person? Well, their credentials and reputation are what count.
Rip-offs and rogues are always a concern. Scams can surface anywhere. Will drafting and estate planning is no exception. Unscrupulous people may try to kid you that they can achieve the impossible by setting up fancy lifetime trusts or trusts in your Will, or even try to get control of your assets by appointing themselves as your executors.
Well you can put such fears aside. Wills Made Simple will only give you honest, impartial and no nonsense advice, whether that is on how to implement your wishes through your Will, or matters relating to steps in estate planning to pass on wealth during your lifetime.
We operate under the Society of Will Writers & Estate Planning Practitioners (SWW for short) protective Code of Practice and Client Charter.
SWW’s regulatory regime is the hallmark you need to be confident that the service you receive from Wills Made Simple is backed with specialist knowledge and expertise (including more than 30 years in general legal practice).
It is undoubtedly true that to sort out the legal and financial implications of planning your Will, however simple or complex your affairs may be, requires professional skills and training. To provide you with solutions that are appropriate to your needs and wishes, backed by honest advice, is what you can expect from Wills Made Simple
We will gladly talk through your aims and objectives with you, any legal or tax constraints that concern you, how to balance what you see as the competing claims or needs of different family members, etc.
But the final decisions are always yours – you prioritise your objectives and the legal and moral claims you wish to satisfy and make the best decisions that your present circumstances allow.
If your wishes in fact involve a trust situation, whether that is in your Will or possibly a lifetime arrangement, we will explain why it is required. We will discuss with you what needs to be done and help you to decide on the type of trust that is appropriate, who the beneficiaries will be, and what suitable powers and rules the trustees should be given or have to observe.
For lifetime trusts, we will ensure you are made aware of the Inheritance Tax (“IHT”) implications of your proposals, any ongoing IHT charges, and how to exploit those opportunities for effective tax planning that still exist.