This websites use cookies. By continuing to browse the site you are agreeing to our use of cookies. For more details about cookies and how to manage them, see our cookie policy.

Making a will

An important part of successful estate planning is ensuring that you have an up-to-date will.  Failure to setup a will means that the law would decide who benefits from your estate upon your death.  Having a will will also save your family from unnecessary stress at a difficult time.

It is not a good idea to write your own will if your affairs are complicated, or you own a business or you are looking to reduce inheritance tax.  We can put you in touch with our recommended solicitors to ensure that your estate is passed on according to your wishes in a legally binding document saving you time and hassle.  We will work with the solicitor to ensure that the financial implications of the contents of your will are fully considered before completion to ensure your estate is passed on in the most tax-efficent manner.


Back to estate planning

Inheritance tax

Under current regulations Inheritance Tax is levied upon a person's death if their estate, which includes their property, along with their savings and possessions, is worth more than £325,000. We can help you mitigate your tax liabilities through prudential planning.

Read more


Establishing trusts are an efficient way of making future provisions for your family. You could for example set up individual trusts for your own children, plus grandchildren. Any money placed within a trust falls outside your estate, so is therefore not liable for Inheritance Tax. 

Read more

Arrange a free initial no obligation consultation

Enter security code:
Security code

Or call on 0117 907 1965


You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965