Writing Wills and Estate Planning

By ensuring you have a Will in place you will have peace of mind that your money and estate can be passed to those you have nominated to receive it.  Without a Will that will not automatically happen.

If you do not leave a Will then the law of intestate succession instead dictates who inherits what.  Although your spouse or civil partner will have certain rights, that does not mean they will automatically receive the whole of your estate as other family members have certain automatic rights.

Keeping your will up to date

We strongly recommend that all clients have an up to date Will in place, so that you can dictate what is to happen to your estate.

Wills advice for business

Advising clients on the terms of their Wills is a key part of our business, and we are very happy to assist.  We can help advise on what practical issues need to be taken into consideration, as well as assisting with the appointment of executors and trustees, arranging any bequests, e.g. to individuals or charities, and dealing with how inheritance can be held for young children.

Inheritance Tax & Estate planning

As part of the overall process we can also provide tax advice particularly on Inheritance Tax, so as to maximise the estate available for your loved ones and beneficiaries.

Occasionally Wills can be disputed and challenged.  We can advise you on what grounds Wills are challengeable and can assist with that.

Separation, divorce and family problems


Who's who

Roderick Urquhart

Senior Partner

He is a strong advocate of the advantages and benefits that a small, yet focused law firm can provide to its clients.

Contact: rmurquhart@urquharts.co.uk


Jim Baird

Partner

For over thirty years, Jim has advised families on a wide range of legal and financial matters, in particular wills, trusts and tax.

Contact: jimbaird@urquharts.co.uk


Sara Smith

Partner

Sara advises Private Clients on a variety of subjects including Wills, inheritance tax planning, Powers of Attorney, estate administration and the setting up of Trusts. Sara is also a qualified Solicitor in England and Wales.

Contact: SaraSmith@urquharts.co.uk



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