Making a Will is vital in Inheritance Tax (IHT) planning and it is always vitally important to ensure it is well written and planned correctly.

A carefully drafted Will can help your heirs plan for IHT appropriately by making the most of available tax reliefs and ensuring your assets go where you want them to.

If you fail to make a Will, you may see your assets divided according to intestacy rules.

Most of us would prefer our wealth to be passed on to our families, rather than HM Revenue & Customs. Which means that you should never assume that a Will, drawn up many years ago is still going to hold good today. It’s wise to regularly review your will, assessing its provisions and relevance to your changing circumstances.

We have access to a number of legal service providers who can arrange Wills to be drawn up on your behalf. This is just part of the service and advice we provide when it comes to protecting you and your estate.

The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

How we can help

We have a relationship with an excellent Will Writer to add to the service I can offer you as a client of St. James's Place.

They are dedicated to serving the needs of their clients, promptly, efficiently, and effectively. They aim to provide the highest quality of service whilst recognising the need for a practical cost-effective approach to estate planning. As with St. James's Place they are also founded on a strong company ethos of integrity and quality.

They promise to you:

• to explain everything in plain English.
• To be professional and friendly.
• Use set fees for all of their work.
• Provide home visits if required.