Have you made a will? What is your exposure to inheritance tax? Estate Planning?

Making a will is something none of us likes to think about, but death is a fact and unless a will is properly prepared the distribution of your estate on death may not be in accordance with your wishes.

If a will is not in place there is a much greater risk that your loved ones will dispute the distribution of your estate and therefore that the probate becomes contentious. This can be avoided by discussing your wishes with us so that we can prepare your will and ensure your wishes are put into effect.

At Bromley Clackett Livesley we will discuss your personal circumstances and wishes and will review your estate and inheritance tax position to ensure the outcome of your wishes are properly understood and that the will reflects your specific intentions.

It can be problematic for wills to be prepared by those without a detailed knowledge of your financial affairs and if these matters are dealt in conjunction with Bromley Clackett Limited, Chartered Accountants, then we are in a much stronger position to make sure that inheritance tax reliefs are properly planned for and of course that the will is drafted with a complete understanding of your financial situation including your business activities. It is important that a will reflects changes to your financial affairs or personal circumstances and we are of course in the position to be able to advise that your will is reviewed where it would seem appropriate.

Please either contact Lee Clackett or Stuart Bromley if they are dealing with your financial affairs or otherwise Karen Livesley for further information.