Will Writing
Find out why we believe your Will is the most important document you will ever own.
Reliable, jargon free expert legal advice
With a combined experience of over 80 years in the estate & life planning industry, The Planning Bee’s experts have spent their careers discovering the best solutions for their clients
Forward Thinking
The Planning Bee is an innovative company bringing together some of the best and most experienced legal professionals in the estate planning industry. We specialise in asset protection and bespoke estate planning.
Experienced
Our Paralegals have decades of experience between them and offer a consultation to tailor a holistic solution for your estate planning needs – the ultimate goal being peace of mind.
Qualified & Caring
Our Paralegals have helped thousands of families over the years, and are members of either the Institute of Paralegals, The National Association of Licensed Paralegals or the Society of Will Writers.
New research has found that 54% of UK adults don’t have a will, and 5.4 million people have no idea how to make one.
Having a Will in place makes your wishes clear and makes life much easier for your loved ones when the time comes.
It is commonly, mistakenly, thought that children will automatically inherit their parents estate. But this is not the case.
Many people will go to a solicitor and only come away with a basic Will. Others will try to write their Will themselves but this rarely offers any protecting and comes with no advice.
Things you might want to consider placing in a professionally written Will include:
Right to Occupy Trust
A right to occupy enables someone to remain in a property even though it’s being left to other beneficiaries. This could be anything from a child still living at home or a new partner not being made homeless. The trust can be written to protect those people for certain periods, or come to end due to events such as remarriage or cohabitation.
Discretionary Will Trust
A discretionary trust is created on death to hold the beneficiaries inheritance. This can protect vulnerable or disabled beneficiaries. They can also prevent an inheritance being lost to the beneficiaries divorce, bankruptcy or IHT issues.
(Flexible) Life Interest Trust
Life Interest trust are used to hold beneficiaries inheritance but give a ‘life interest’ or income to another person. Quite commonly new partners are not to inherit over children but they may still need an income or house to live in during their lifetime. With the correct advice these trusts can also save a huge amount of inheritance tax being paid by beneficiaries.
Our expert Paralegals are able to talk you through your options based on your individual circumstance.
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