CHARTERHOUSE ACCOUNTANTS WILL WRITING

1. CHARTERHOUSE ACCOUNTANTS WILL WRITING If you own assets such as a home, investments, business interests, retirement savings, collectables, personal belongings, etc. then you need a will. A will allows you to specify who will distribute your property after your death, and the people who will benefit. The majority of individuals in the UK do not have a will and are unaware of its importance, or do not see it as a priority. If you have no will, your property could be distributed according to the intestacy laws. Formulating an estate and family succession plan that minimizes your tax liability and protects your assets is essential. The more you have, the less you should leave to chance. We can work with you to ensure that more of your wealth passes to the people you love, through planned lifetime gifts and a tax-efficient will. Drafting your will Start by considering the following questions: Who? Who do you want to benefit from your wealth? What do you need to provide for your spouse? Should your children share equally in your estate – does one or more have special needs? Do you wish to include grandchildren? Would you like to give to charity? What? Should your business pass to all of your children, or only to those who have become involved in the business, and should you compensate the others with assets of comparable value? Consider the implications of multiple ownership. When? Consider the age and maturity of your beneficiaries. Should assets be placed into a trust restricting access to income and/or capital? Or should gifts wait until your death? We can help you evaluate your requirements and write your will. We fully comply with the STEP Code for will Preparation in England & Wales. You can read the code here. For a private consultation to evaluate your current will, please get in touch.