Will writing and executorship

You can’t take it with you, but it’s great to know that what you leave behind will be distributed according to your wishes. Making a will is the first and most important step in making sure that happens. If you die intestate (without a valid will), the law can decide who receives what from your estate. A will can therefore both reduce your inheritance tax liability, and make sure your last wishes are respected.

You’ll also need to appoint an executor. It’s their responsibility to pull together all the estate’s assets, pay off debts – including inheritance tax – and distribute the remaining amount according to your will. It can be a complex and demanding task.

As well as offering a comprehensive will–writing service, we can provide full executorship and estate administration services. We also have the experience to help beneficiaries at a difficult time. To find out more, make an appointment with a Barclays Financial Planning Manager.

• Important Information

  An essential part of successful estate planning is consideration of taxation implications around the transfer of your assets to your chosen beneficiaries either during lifetime or on death, ensuring that appropriate actions are taken to make best use of tax reliefs and allowances. These should be regularly reviewed to take fully into account any changes in those circumstances or in taxation or other relevant legislation.

With Barclays Financial Planning you get:

• Single, mirror and tax-efficient wills all arranged at competitive prices.
• Fast and efficient service, from receipt of the short instruction form to delivery of a professionally drawn will, all within seven working days.
• Experienced estate administrators, skilled in assisting beneficiaries.

For more information call 0800 587 2024 to book an appointment or request a call back.