You have decided you need to make a Will
Complete a Will Questionnaire or arrange a meeting to discuss your wishes
Complete a Will Questionnaire or arrange a meeting to discuss your wishes
Consider your assets and decide who you would like to leave them to. The people you leave your assets to are called Bene ciaries.You can leave speci c items or a share of everything you own
Consider who you would like to carry out the instructions contained in your Will. These people are called the Executors.You may appoint anyone to act as your Executor and may appoint a professional such as a Solicitor
We will help you determine if you will need to pay Inheritance Tax (IHT) when you die and if so, we will tell you the amount of tax that needs to be paid
If IHTis due, we will discuss how to reduce your tax bill
We will send you a
client care letter
Return client care
letter and ID
We shall provide you with further IHT advice (if required)
A draft Will is prepared and sent to you for checking along with a plain English version
If amendments are needed, a further draft is sent to you for checking
If no amendments are needed, the engrossment copy ( nal version) is prepared
Our fees are paid
A meeting is arranged to sign the engrossment copy at our of ce. Alternatively, we can send the engrossment copy to you for signing at home. We also provide you with full instructions on how to sign your will in accordance with legal requirements
We check your Will to ensure it has been signed in accordance with legal requirements
You decide where you would like to store your original Will. If you decide to keep your original at JBGass, we will provide you with photocopies
We recommend reviewing your Wills at least every 3 to 5 years
You should consider Wills and Inheritance Tax planning as part of your overall Lifetime Planning
We can provide copies of your Will to your Executors and Beneficiaries for no additional charge
If you sign your Will at our office, we will act as witnesses
We’re here to help
Get in touch with the team today