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We are receiving several calls from clients asking how they can make or update their Wills during the Coronavirus lock down. Rest assured we will manage the whole process over the telephone or via video call with you. When it comes to witnessing the Will, there a couple of options available. Find out more about how to do this here.
Find out more about writing a Will below, and download our FREE Will Writing guide.
In addition to making a will, it is also sensible to consider lifetime succession planning. Our specialist solicitors can help you pass on your assets to your family during your lifetime in a tax effective way. This can be particularly important if you hold shares in a family business.
Working closely with our colleagues in GL Integrity Financial Planning, Family Office and Corporate, we will consider your circumstances and set out clearly the options available to you in planning your future. Once you have made a decision, we will work with you to ensure your wishes are implemented.
The succession planning service we offer is personal to you and therefore the relationship between you and your adviser is paramount. This will involve getting to know you and your family situation well so that we can provide you with a bespoke service tailored to your individual circumstances.
For enquiries, please contact one of our team for a no obligation initial phone call, alternatively contact us via the switchboard on 0117 906 9400 or firstname.lastname@example.org.