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Wills and Tax Planning

It is calculated that nearly 25% of the population die without leaving a Will.  However, if you die without having made one, the law will dictate how your assets are dealt with, which can sometimes lead to unexpected and unfortunate consequences.

The fact is everybody should make a Will, no matter how young, old, rich or poor they are.  The simple act of doing so will not only ensure that your estate is dealt with in accordance with your wishes, but will make administration of your estate easier for your loved ones.

At Milne Moser, our friendly and professional team of specialists will be happy to discuss your requirements without the confusing legal jargon, enabling you to:

  • choose the person or persons who will administer your estate
  • decide how and to whom you will leave your cash, property & other assets
  • consider whether inheritance tax planning would be advantageous

In addition, our specialists can discuss with you the various options available to reduce Inheritance Tax.

If you would like to make a Will, why not complete our Will Questionnaire and contact us to arrange an appointment to discuss your requirements?

 
Latest News

Keep up to date with the latest news by clicking on the article of your choice.
20/05/10
The Coalition Government has this morning announced that the requirement for a Home Information Pack to be in place before a property can be marketed has been suspended pending David Cameron's much promised great repeal bill which is expected on 25 May 2010.
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18/03/10

Employers and employees affected by sickness absence may be interested to learn of the changes to the present sick note system that are to take effect from the 6 April 2010.  

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12/03/10
In planning for the future many clients take the sensible step of both making a Will and also setting up a Lasting Power of Attorney to cover their financial affairs.  The latter enables named persons to assist and manage one’s affairs in case of serious illness.  They are called “attorneys” but they do not need to be lawyers in this context – they are usually family members.  

Some clients feel strongly that they would not wish to be kept alive in certain cases of serious illness or accident.  

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