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ARTICLE · 29 MARCH 2021

Reviewing Or Making A Will

Birketts
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With the new tax year just around the corner it's time to think about what you may wish to achieve with your finances and estate in the coming year and to undertake a review to ascertain the best...

United KingdomFamily and Matrimonial
Susan Young
Susan Young

With the new tax year just around the corner it's time to think about what you may wish to achieve with your finances and estate in the coming year and to undertake a review to ascertain the best way to achieve your goals. 

This may involve a meeting with your accountant or financial adviser but should also include a discussion with your lawyer to ensure your Will remains current in light of any changes in the family or asset base in the last year, or to get a Will put in place.

I don't already have a Will, what should I consider ahead of a meeting?

When considering drawing up a Will there are some key things to be considered ahead of arranging an appointment to discuss matters more fully:

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