Will Writing & Estate Planning
A will is one of the simplest ways of making your wishes clear, but it is only one part of good estate planning. Your will should reflect your family circumstances and work alongside your wider financial arrangements.
Is Your Will Still Right for Your Family and Your Financial Position?
Aligning your legal documents with pensions, property, and investments prevents unwanted inheritance outcomes and ensures smooth asset transition.
When should I review my will?
You should consider reviewing your will after major changes such as marriage, divorce, having children or grandchildren, buying property, selling a business or a significant change in your wealth.
What happens if I do not have a will?
Without a valid will, your estate may not pass to the people you would have chosen.
This can create unnecessary uncertainty for your family.
Does my pension form part of my estate?
Pensions have their own rules and beneficiary arrangements, so they should be considered alongside your will rather than ignored.
What about inheritance tax?
Your will does not automatically solve inheritance tax issues.
Your property, pensions, investments, gifts and other assets should be considered as part of the wider estate plan.
Where legal advice is required, the appropriate legal professional should be involved.
Important Legal & Regulatory Notice:
Will writing and legal estate drafting services are not regulated by the Financial Conduct Authority (FCA).
Tax treatment and rules regarding intestacy laws depend on individual circumstances and UK government legislation, which are subject to change. Always consult a qualified legal professional or solicitor alongside financial advice for formal legal document execution.
Review How Your Will Fits Your Wider Finances
If you want to review how your will fits with your wider financial position, contact Corcillium Wealth Management to arrange a conversation.
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