Wills & Probate

I am lucky to meet people from all walks of life who have one main thing in common.. they like to plan ahead. Making a Will offers much peace of mind to those perhaps embarking upon adventures and travels, or simply to ensure family and friends understand what to do when we pass away. There are considerable tax savings to be made if we plan ahead or make timely gifts. It’s always a good idea to understand what is possible and we can advise on sensible options and choices to plan ahead for you and your family. It is important to review Wills made years ago so that you may take advantage of changes in the law or tax and also because circumstances change. Probate is the distribution of assets after death whilst making sure that all taxes, bills and liabilities are paid up so that a beneficiary can receive a gift that is intended for them; for example, a personal item passing down to the family, or planning to secure housing for a grieving partner or relative to remain in the family home on your death. Life choices and decisions we make now, really can benefit others when we pass.