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Estate Planning, Last Will and Testament, Inheritance Tax

As your Last Will and Testament is important, you should use the services of an experienced professional. Heritage Law can provide the advice and back up you will need to prepare your Will. You can be confident in Heritage Laws' competence in its undertakings and commitments to you. Heritage Law is a member of and is regulated by the Society of Will Writers and Estate Planning Practitioners.

It is understandable that many feel reluctant to plan ahead for events after death. In the interest of your family and beneficiaries, it is important that you do not neglect this area. You owe it to them to safeguard their financial future and save them from unnecessary worry at a difficult time.

If you do not leave a Will, the law will dictate who inherits your estate as set out by the Law of Intestacy, so that your assets may not pass to those you intended and your dependants may not be fully protected.

It is your right to decide who benefits from your estate, but only you can be sure that you exercise this right by Estate Planning and making a Will.

In addition, areas such as Inheritance Tax Planning and Long Term Care can be complex and if you do not give them proper consideration, the inheritance you want your family and beneficiaries to receive could be affected by higher than necessary taxation.

A Will should be part of your overall Financial Plan and cover your circumstances and those of your family as they now stand. If circumstances change, then your Will should be altered accordingly. For example, divorce revokes any provisions relating to a former spouse and marriage revokes the whole Will (subject to any special provisions in the Will).

We have significant skills and experience in the following areas:

 

  
 
Inheritance Tax Planning
Financial Plan
Discretionary Will Trusts