Making a Will

Make sure your Will is written by a professional expert

Making a Will

How We Can Help...

Having a well-written Will will help protect your assets when you die, ensure your loved ones can live a financially stable future and most-importantly guarantees all of your wishes are fulfilled when you are no longer here. 

A Will is a legal document, which is why it is absolutely vital that it needs to be written by a professional expert. A Will must be created and worded in a specific way, or you might risk it being invalid. And, if a Will is invalid, then it could be contested in court, which ultimately means your wishes might not be fulfilled.

For the benefit of you and your loved ones, there are many reasons why you should always work with expert Will writing specialists when creating your Will:

  • Your Will will properly determine who your assets benefit when you die
  • Your Will will protect your children by officially naming their guardian(s) 
  • Professional advice will help to reduce the amount of Inheritance Tax (IHT) payable (which means less of your finances are handed over to the Government)
  • You will ensure your loved ones, including children, grandchildren and partner will be able to enjoy a financially stable future
  • You will be able to protect your assets, including your family home
  • You will be able to include any charitable donations or legacies in your Will
  • You will be able to include any additional requests, including specific funeral requirements
  • Your Will will make any necessary arrangements for your pets

A well-written Will will not only give you peace of mind today but it will help your loved ones when they need it most. 

If you already have a Will, then remember to update it regularly, depending on your evolving circumstances. A Will that was once valid years ago, isn’t always valid today.

As part of our exceptional financial service, we work with a number of trusted and reliable legal Will writing providers. Proper financial planning today will help to protect your loved ones and your wealth in the future.

The writing of a Will involves the referral to a service that is separate and distinct from those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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