You asked, we answered!
Below we have gathered answers to frequently asked questions to help you with any queries you may have around Wills, Estate Planning, Trusts, Powers of Attorney or Probate.
In the rare event that you don't find the answer to your question, please get in touch via our Contact Us page.
Can I write my own Will legally?
Yes, but it’s risky. While DIY Wills are legal in the UK, many end up being invalid or causing family disputes due to mistakes in wording, signing, or witnessing. Without the right legal advice, you could unintentionally leave loved ones unprotected or trigger unnecessary tax.
If your Will goes wrong, your family pays the price — often in stress, delays, and legal costs. A professionally drafted Will gives you peace of mind that your wishes are clear, valid, and legally sound.
Does a Will Writer have to be a Solicitor?
No — a Will Writer does not have to be a solicitor. In England and Wales, Will writing is not a reserved legal activity, which means that trained professionals who are not solicitors can legally offer Will writing and estate planning services. Many professional Will Writers specialise in this area, carry professional indemnity insurance, and offer a personal, client-focused approach.
What should you NOT write in a Will?
You should avoid vague language or conditions that are impossible or illegal in a Will. Don’t try to dispose of jointly owned property held as joint tenants, as this passes outside the Will. Keep your Will clear and focused on assets you own and can legally distribute.
Can I store my Will at home?
Whilst you can store your Will at home, we don’t recommend it due to the risk of damage, loss, or misplacement. For your peace of mind, we offer secure Will storage as part of our service, ensuring your Will is safe and easily accessible when needed.
If you’d like to discuss safe storage options, contact us today — we’re here to help protect your wishes.
What is the biggest mistake people make with their Will?
The biggest mistake is having an outdated or unclear Will. Life changes like marriage, divorce, births, or new assets can make a Will invalid or cause unintended consequences. Without professional advice, Wills may also contain vague language or miss important protections, leading to disputes or delays.
Need help making sure your Will is up to date and clear? Contact us today for expert guidance.
Can trusts be used to protect assets and reduce inheritance tax?
Yes. Trusts like Discretionary, Life Interest, Vulnerable Person or Lifetime Trusts can protect your assets and help reduce inheritance tax. By placing assets in a trust, you control how they’re managed and distributed, safeguarding your wealth for your beneficiaries and potentially lowering tax liabilities.
Want to explore how trusts can work for you? Contact us today for personalised advice.
What is Estate Planning, and why is it important?
Estate planning is the process of arranging and managing your assets, such as property, bank accounts and life insurance policies, to ensure they are distributed according to your wishes after your passing. It’s essential for protecting your assets, minimising inheritance tax liability, and providing for your loved ones.
How can a Power of Attorney form help with Estate Planning?
A Power of Attorney lets you appoint someone you trust to manage your finances and health decisions if you lose capacity. This ensures your wishes are respected, helps avoid delays or court involvement, and gives peace of mind to you and your family.
Ready to set up a Power of Attorney that truly protects you? Contact us today for expert advice and support.
What is a Protective Property Trust?
A Protective Property Trust is a powerful estate planning tool that safeguards the value of your property for your beneficiaries while allowing you to continue living in it. It can help protect your assets from care home fees and provide valuable financial security. To fully understand the benefits and any potential drawbacks, we recommend consulting with professional estate planning experts.
Contact us today to learn how a Protective Property Trust can secure your property and your family’s future.
What happens if I don't have a Will or testamentary capacity?
If you don’t have a Will and pass away without testamentary capacity, your estate may be subject to the rules of intestacy, which can impact the distribution of your assets. It’s vital to consult with an estate planner in order to prevent complications and ensure your estate plan aligns with your intentions.
How can I protect my estate from undue influence and ensure it goes to my intended beneficiaries?
TUse a professionally drafted Will, made without pressure, with clear wording and proper legal advice. This reduces the risk of disputes and helps ensure your wishes are followed.
Need peace of mind? I offer confidential, expert Will-writing services to protect your estate and your loved ones. Get in touch to get started.
If you’re unsure whether this is right for your situation, please get in touch to discuss your options.
Does a spouse automatically inherit everything UK with a Will?
Not necessarily. It depends on the contents of the Will. A spouse may inherit everything if the Will states so, but the Will could also include provisions for other relatives, friends or charities.