osbornes

The wills specialists at Osbornes will guide you through every stage of making your will. Fill in and submit our wills questionnaire and we will contact you right away.

Reasons to make a Will?

  • If you die without leaving a Will (intestate), your financial affairs may be chaotic and more complex than necessary.

  • Your money and possessions will not automatically pass to your next of kin; there are rules which limit how much family members inherit if their relative dies intestate. Only £250,000 worth of assets pass outright to a surviving spouse where the deceased leaves children.

  • All close family members have to be traced which can lead to long delays, expense and hardship for the immediate family.

  • At present there is no automatic right to inherit the money and possessions of a common law spouse.

  • Unnecessary tax payable to the government can be avoided.

If you would like us to prepare a draft Will on your behalf for your approval please fill in our Will questionnaire form and we will contact you as soon as possible.

What Osbornes will do for you

When you return the Will questionnaire to us we will prepare a draft Will for you to approve and discuss with you any changes you want or any queries you have. We will suggest a face-to-face meeting if necessary and useful.

We will also notify you of any tax saving or relief possibilities appropriate to you. Lifetime gifts, pension and insurance policy nominations for beneficiaries and trusts can all provide enormous tax savings.

We will also take into consideration and advise on any foreign property you own.

Finally, we prepare a Will for you to sign and make sure it is properly witnessed and send you copies for your records. Osbornes will also store the Will for you in our secure Wills safe at no charge


For further advice on any aspect of wealth planning for the future you can contact Jan Atkinson, Head of Department by:

Jan is a member of the Private Client Section Executive Committee of the Law Society.

 

What our clients say

"Right from the first meeting I felt completely confident that Mark Freedman had fully understood my concerns"
Family department

Key Contacts

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Jan Atkinson
Meet Jan
E-mail Jan