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Everyone should have a Will. Every year the Treasury
receives millions of pounds from people who have died without having made
a Will. A Will gives the peace of mind knowing that when you die your
property and finances will be passed to those whom you wish to benefit.
If you die without a Will - intestate - you would have no
say in where your money and property goes. If you are married it does not
necessarily mean that your spouse will receive all of your estate.
If you are not married but living with somebody your partner might get
nothing.
Our team of professional staff at Close Thornton
will be able to advise and guide you through making a Will.
In addition, we are able to offer the following services:
- Safe and secure storage for Wills
- Will review every three years
- Home visits
- Preparation of Living Wills (advance Directives)
- Enduring Powers of Attorney
- Advice for the elderly
- Advice on living together
- Executorship and Trustee Services
Changing your Will
You may need to review your Will from time to time.
Your circumstances may change or you may wish to change beneficiaries
and increase or reduce a gift. You will need to change your Will should
any of the following occur:
- Family changes
- A birth in the family
- A death in the family
- A minor becomes an adult
- Marriage
- Divorce or Separation
- Domicile abroad
- Changes in financial or taxation circumstances
- A relative loosing mental/physical capacity
Probate
Probate is a legal certification of a Will authorising
executors to handle the affairs of the deceased. Debts have to be settled
and what is left distributed to those entitled or invested for infant or
incapable beneficiaries. We are able to help with the following:
- Funeral arrangements
- Contact Financial Institutions, Insurance Companies, government departments and creditors
- Inheritance Tax, Income Tax and Capital Gains Tax
- Value and sell property and shares
- Clear debts
- Obtain probate
Executors
You can name almost anybody to be your Executor.
It makes sense to appoint someone on whom you can rely and who will be
competent and impartial. You might like to consider appointing
Close Thornton. We know what to do and when it has to be done.
Avoiding death duties
There are ways to minimise or even avoid inheritance tax.
This is a complicated area where you need professional advice.
At Close Thornton we have specialists in tax matters who will be pleased
to assist.
What should I do now?
If you have not yet made a Will, you should do so now.
If you have, you may need to review it. Telephone us on 01325 376908 or
email us at the addresses below to arrange an appointment.
If you live locally and are disabled, or travel is a problem, we can
arrange to visit you at home. If you would like an estimate you can also use
our on-line estimate form.
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