Fourteen Good Reasons Why You Need To Review Your Will

Why You Need To Review Your Will

Have you experienced any of the following?

  1. Are you moving home or buying an additional property?
  2. The birth or a child or grandchild?
  3. Have you, or are you likely to inherit money or property from someone else?
  4. Has anyone mentioned in your Will – or have you – changed name(s)?
  5. Do you have any Executors unable (due to ill health), unsuitable or unwilling to act?
  6. Are you starting a new business or have you sold a business?
  7. Are you about to marry or re-marry, divorce or separate?
  8. Do you own a property in Europe? Do you want to leave it to beneficiaries of your choice – using UK legislation (via Trusts) instead of local law?
  9. Have any of your beneficiaries/executors/trustees or guardians died or moved away?
  10. Do you want to give to a specific charity?
  11. Has the value of your Estate grown? Want to reduce your Inheritance Tax liability?
  12. Do you need to change or exclude beneficiaries?
  13. We recommend you review your Will every 2 to 3 years.
  14. Your Will was written by a solicitor who just took your instructions – we can offer a more comprehensive service with full advice on how to protect your assets.

For more information on our services and how we help our clients protect their assets please call 0208 547 2583

or email John Ireland john@thelegacywillscompany.co.uk

 

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Client Testimonial

“Having seen John of Legacy Wills present at a property event, it was clear he had both the breadth of knowledge and experience and also the ability to make a very dry subject both understandable and engaging. That’s a tough call when talking about Wills, Trusts and death. John produced Wills and POA’s for myself and my wife in a timely, effective and reasonable manner. I have subsequently recommended him to numerous colleagues and friends to cut out the jargon and challenges surrounding this critical protection, which is too often deferred or neglected.”

Dan Norman