Practical Guides for UK Families
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Browse our Will Writing and Estate Planning blogs for practical guidance on Wills, Executors, Guardians, inheritance planning and choosing the right Type of Will.
Designed to help Devon and Cornwall families make informed decisions with confidence.
Will Guides
Will Guides
It’s a fair question and one that doesn’t always have a simple yes or no answer.
But the truth is, whilst not everyone needs a will, most people do.
Understanding where you sit is what really matters.
Most people assume a will is a standard document, something you either have or you don’t.
But in reality, it’s not that simple.
There isn’t just one type of will that fits everyone.
The right approach depends on your personal and family situation.
What to Think About When Making a Will
Making a Will is one of those jobs that many people know they should do, but often put off until another day.
For some, it's because life feels too busy. For others, it's because they assume their affairs are straightforward or that everything will automatically pass to the right people
Who Would You Like to Benefit from Your Will and How?
When people think about making a Will, they often focus on a single question:
"Who gets what?"
While this is certainly an important part of the process, there is often a little more to consider than simply naming beneficiaries.
Martin Lewis on Wills: What Does the UK's Money Expert Recommend?
Martin Lewis has consistently warned that without a Will, the law decides what happens to your estate when you die. This article examines Martin Lewis' guidance on Wills, inheritance planning with Trusts and protecting your family's future.
Family Protection Guides
Family Protection Guides
The Three Biggest Threats to Your Family's Inheritance
You work hard, buy a home, raise a family, save where you can and hope that one day the people you care about will benefit from everything you have worked to achieve.
The natural assumption is that once you've made a Will, the job is done.
In reality, a Will is often just the starting point.
Inheritance Tax Planning in Devon & Cornwall: Does Your Family Need to Be Concerned?
Rising property values mean more families are finding themselves exposed to inheritance tax without realising it. In some cases, a significant portion of an estate can be lost unnecessarily because no planning has taken place.
Later-Life Care Costs: Should You Be Concerned?
Without planning, care costs can have a significant impact on the value of an estate and the amount ultimately passed to loved ones.
Many parents spend years building wealth for their children and grandchildren, only to discover that an inheritance can become vulnerable to circumstances that arise after it has been received.
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