Wills, Inheritance Tax and Estate Planning

At Oriel Law we will support you to make informed decisions as regards your will and estate planning arrangements.

At the initial meeting we will review your personal and financial circumstances, listen to your concerns and goals and advise you on the options available. Every estate plan will take account of the UK inheritance tax rules including the availability of the nil rate band, the main residence nil rate band and the reduced rate of inheritance tax for charitable bequests as well as non tax considerations such as protecting vulnerable persons, preserving family wealth for the benefit of future generations and advice on selecting guardians, executors and trustees.

We send you draft documents to review based on our discussions together with a comprehensive user friendly explanation of the arrangements. When your draft will and other documents have been approved, we produce the signature versions, which you can execute under our supervision or they can be sent to you with clear instructions as regards the legal requirements.

Drawing on our extensive experience of estate administration, Oriel Law advises on practical arrangements that can be put in place in addition to a will to assist those left behind at what is often a difficult and sensitive time.

Wills, Inheritance Tax and Estate Planning

At Oriel Law we will support you to make informed decisions as regards your will and estate planning arrangements.

At the initial meeting we will review your personal and financial circumstances, listen to your concerns and goals and advise you on the options available. Every estate plan will take account of the UK inheritance tax rules including the availability of the nil rate band, the main residence nil rate band and the reduced rate of inheritance tax for charitable bequests as well as non tax considerations such as protecting vulnerable persons, preserving family wealth for the benefit of future generations and advice on selecting guardians, executors and trustees.

We send you draft documents to review based on our discussions together with a comprehensive user friendly explanation of the arrangements. When your draft will and other documents have been approved, we produce the signature versions, which you can execute under our supervision or they can be sent to you with clear instructions as regards the legal requirements.

Drawing on our extensive experience of estate administration, Oriel Law advises on practical arrangements that can be put in place in addition to a will to assist those left behind at what is often a difficult and sensitive time.

We advise on and draft documents such as :-

• Wills with outright gifts and wills with trust arrangements

• Wills in expectation of marriage

• Wills limited to the UK

• Worldwide wills excluding specific jurisdictions

• Codicils

• Letters of wishes to executors and trustees

• Letters of wishes concerning personal belongings

• Deeds of Appointment of Guardians

• Letters of wishes to Guardians