Will Writing

“I help clients to make informed decisions to help avoid confusion and financial hardship at a time when loved ones least need it” Kelly Wilkes

Writing a Will does not have to be morbid, nor does it have to be difficult. It is one of the most important documents that you will ever need to make and doesn’t need to be expensive or overly complex.  We aim to make this service affordable and straightforward as we recognise this is a key component of having a financial plan. When making a Will then you can name the beneficiaries (including charities and friends if you so wish) and you will know with certainty who will inherit from your efforts.  If you do make a Will then the legal process in dealing with your affairs will be easier and much less painful at a time when your loved ones will need all the help that they can get.

If you don’t make a Will then on your death you will have died intestate. This can cause difficulties for your loved ones who may suffer financial hardship and distress at a time when they least need it. Our chart will show what would happen to your estate if you are considered UK domiciled and die without leaving a Will.

Main rules of intestacy

Follow this chart to see what would happen to your estate if you are considered UK domiciled and die without leaving a Will in England and Wales on or after 1st October 2014.

Client Testimonials

“Excellent service, everything explained clearly and simply to make it easy to understand.”
J Hinton

“Drafting a new Will and LPA, all very well explained, everything covered in detail.”
M Hutchinson

“Will writing service excellent and efficient. Very informative and practical options discussed.”
K Kiani

“Very simple and clear. Kelly made things easy to understand and there was no confusion”
A Smith

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financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423