Whilst it is something that most people don’t like to think about, planning what happens to your estate when you pass away is an essential part of financial planning. Regardless of the size of your estate there are various issues to consider including potential tax liabilities and where your money goes after you die.
Jacobs and Harris have a wealth of experience in helping people arrange their estates to minimise potential inheritance tax and to ensure it is distributed according to their wishes.
The vast majority of the UK population have not written a Will as they assume everything will go to their partner. In fact if you do not have a Will your estate will be distributed according to a set of rules called the Laws of Intestacy which could mean your partner or spouse doesn’t get as much as expected or intended.
Leaving a Will is the easy way to ensure that your estate is distributed in line with your wishes, and your loved ones are provided for.
Jacobs and Harris recognise that getting the correct will in place is very important and we would be happy to introduce you to the What Partnership, who are specialist will writers to assist you in this area.
Please note – Will writing is NOT an FCA regulated activity.