At Mortgage Required we offer a comprehensive review of your personal and business assets to ensure you are fully aware of the impact that incapacity or death can have on you and your loved ones. We will take the time to discuss your aspirations and circumstances so we can advise you on the best solutions.
We are happy to offer a free review of any existing wills and estate planning that you already have in place to ensure that it fully meets your current and future needs.
Why make a Will?
- Making a Will is the only way that you can define who you wish to inherit your assets when you pass away.
- A Will makes it much easier for your family and friends to sort out your estate when you pass away;
- A well written Will can help mitigate your Inheritance Tax bill and reduce a surviving spouses exposure to care home fees.
- It is especially important you prepare a Will if you have children who are dependent on you, to state how you wish them to be looked after if something happens to you.
- You can appoint someone who can act on your behalf, if you are no longer able to or if you no longer want to make your own decisions.
We will fully review your circumstances to come up with the most appropriate and tax efficient legal solutions.
All Mortgage Required Wills are underwritten by Caverly Lightfoot, specialist will and Estate planning firm.
Wills and Estate Planning advise: latest blog articles
Do I have to pay Capital Gains Tax when I sell my Home?
If you own more than one property (e.g. a holiday home or buy to let) you must elect one as your primary residence for tax purposes.
Do You need a Lawyer to Write a Will?
Contrary to belief, you do not need to use a lawyer in order to write your own will. It must simply be in writing and be properly witnessed by two independent third parties when you sign it.
Do I Need to Pay Tax When I Sell My House?
As with all tax matters, you should consider your personal tax status and that of your spouse. Whilst you may expect to be liable (or not liable) for tax in certain circumstances, personal tax status and previous behaviour might result in a different outcome.
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