We understand that it can sometimes be quite daunting to come and see us to discuss a new Will. Clients tell us that they have put off making a new Will for many reasons, or simply because they don’t wish to think about their death. Ensuring that a valid a Will is in place makes things so much easier for loved ones left behind, and also, when done correctly, ensures that your last wishes are met. Our Amye Aris, Head of Wills and Probate and New Leaf Solicitors, explains the top 5 things to think about before your Will appointment.
1. ROUGHLY WHAT ARE YOUR ASSETS WORTH?
We ask that you provide us with a rough indication of all sole and jointly owned assets so that we can discuss inheritance tax mitigation and future planning with you. This includes the approximate value of your property, whether there’s any mortgages or loans, the