Estate Planning

Your estate could be your home, pension, savings, insurance, even business so planning is essential if you want to ensure that it is shared amongst those who matter to you.
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will writing services

Everyone is unique and as such requires unique Will writing. This is only possible with a personal service that can listen and advise on a Will that fulfills all personal and legacy needs and requests.
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Is the time right?

As you get older you'll consider a Will regularly but in reality many leave it too late and as a result allowing the government to decide on how the inheritance you leave is distributed.
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Inheritance Tax

Inheritance will attract tax but there are ways to minimise it. You'll need someone who understands this and measures you can use to ensure that the maximum you can give goes to those you leave it to.
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Declaration Of trust

If you are buying a property with someone else, you may need a Declaration of Trust. This is a legally binding document that outlines what proportion of the property each partner is entitled to.



You may be an unmarried couple, friends, relatives or business partners, who have decided to buy a house together.

But what happens if you put down a bigger portion of the deposit, or if you each contribute different amounts to the mortgage payments? A Declaration of Trust clarifies what proportion of the property each partner will receive when they sell or if the relationship breaks down. I can help you draw up a Declaration of Trust to clarify each partner's position. This can minimise disputes if the relationship breaks down and help secure your share in a property if you have put down a large amount of money.

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choosing the right type of will

With so many types of Will available, Expert Wills is here to guide you through the process of choosing the right type of will.

I will take the time to ensure you have a will you are happy with, offering you peace of mind for the future and protecting your family and loved ones.

Secure the future of your estate today by contacting Expert Wills on 07775 431 821 or email james.carlton@expert-wills.co.uk

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