Edinburgh 0131 247 1000
Glasgow 0141 274 1100
Welcome to clarity

You are here

Wills and succession planning

Wills

A Will and a Power of Attorney are two fairly straightforward documents. They’re simple to set up and they’re not expensive. 

If you own anything, have family and dependants, you should have them in place. They’ll ease your mind about what happens when you’re no longer here or no longer able to manage your own affairs.

We should all have a Will in place.

  • If you want all of your estate to pass to your spouse, then you need to have a Will, as this doesn't happen automatically.
  • Your children need to be looked after, both in terms of their care, and also in relation to financial matters.
  • If you have a large estate, inheritance tax can be saved if you structure your Will correctly.
  • The nuclear family is no more, and complicated family set ups need to be carefully thought through if your assets are going to pass to the right people.
  • You need to appoint someone who will sort out your estate when you die.
Colin Morton

Colin Morton

Neither myself or my wife Hannah are getting any younger. Just lately, I’ve noticed a change in her. Friends have taken me to one side and said she seems a little fragile. Maybe it’s time we got some help.

Hannah Morton

Hannah Morton

Since we got married back in 1957, Colin and I have been so happy. I’ve never wanted for anything, nor have the family. However, just recently I’ve started to feel a little forgetful. Plus, Colin’s worrying about our affairs.

Clear advice

We will ask you to explain how your assets are set up, and how your family works.  We will ask you what you want to happen if you are no longer here.  We will then advise you whether this can be achieved, and how to do it in the most simple fashion.

We will also make sure that we cover any other issues which become evident as we speak with you.  We can use the knowledge of our wide range of experts to make sure that all bases are covered.

Our Wills are drafted in plain English, and we are confident that you will understand them.

Benefits we bring

A Will can be a stressful thing to put together.  We will guide you through the process efficiently, and help you with the difficult areas.

We can get this done very quickly for you, allowing you to get on with your life.

Our approach to fees

We want to provide our clients with fixed fees.  That can be quite difficult to do unless we properly understand your individual circumstances, and what we need to do for you.  We don't want to compromise the work we do for you or the service we deliver, by offering a headline grabbing fee quote, which we don't then deliver on.

Our approach to feeing is therefore to meet with you, and to establish your objectives.  The cost of this meeting, which will include a review of your assets, succession planning and your tax situation, will be £250 + VAT.  The cost of this meeting will be deducted from any fee for work which follows.

At this meeting, we will provide you with an estimated fee for carrying out the work, and we will not go ahead with that work unless you have approved that fee quote.