Why It Matters
Making a Will is the only way to make sure your money, property, possessions and investments go to the people and causes you care about.
Even if life feels straightforward, or you already made a Will years ago, it’s worth reviewing. Circumstances change, families change, and a Will gives you control.
Without one, intestacy rules decide what happens, and personal choice is removed. In fact, if you have no relatives able to inherit, your estate goes to the Crown.
How We Help You Plan
Putting a Will in place is the first step to protecting your loved ones and everything you’ve worked for.
We typically offer this service as part of a wider financial planning approach, so working with a financial adviser to guide you through the process not only ensures your wishes are clearly set out but also gives you the benefit of advice you might not have considered otherwise, including strategies that could help with inheritance tax.
We make the process calm, relaxed, and jargon-free, helping you safeguard your assets, reduce the risk of disputes, and have confidence that your wishes will be carried out. While it’s possible to make a Will yourself, professional guidance gives certainty and peace of mind
Common Situations We Help With
- Updating an existing Will to reflect changes in life circumstances
- Realising a Will is needed even if life seems straightforward
- Creating a Trust as part of a Will
- Protecting children, dependants, or other loved ones
- Ensuring gifts or legacies are carried out as intended
- Creating a Will that works alongside wider estate or tax planning
- Offering packages of documents such as Wills and LPAs to protect you and your family
Testimonials
We have found the service of Harold Stephens very consistent and reliable. We are very confident in the service given. Follow-ups have been thorough and explained with understanding as Richard has good teaching qualities.
Richard has always been very accessible, a real advantage and gives me confidence in our dealings. The level of service has been first class. Richard has always carried out his promised actions on time. Any technical advice has been explained in a very clear and understandable manner.
