In order for a Will to be valid it must be signed by the testator and witnessed by 2 independent people as per section 9 of the Wills Act 1837. There are 3 specific criteria that need to be met (well 4 really but point 3 and 4 are wrapped up together for the purposes […]

Why you need a letter of wishes

Although not legally binding a letter of wishes can be included with your Will to help your executors and those left behind understand exactly how you want things to be left. This removes any chance of misinterpretation and means that assets such as jewellery or things with sentimental value are left to the people you […]

Keeping your Will up to date

With 7 billion people in the world and 66 million in the UK you imagine that estate planners would be run off their feet writing Wills but the truth is that it is estimated over half the population of the UK don’t have a valid Will (the researched figure from a recent Royal London study […]

The Protective Property Trust – Protect your assets for your children

The Protective Property Trust – Protect your assets for your children

Imagine the following family situation: Fred and Wilma, a happily married couple, one daughter, Pebbles. They want to make mirror Wills leaving all to their daughter Pebbles when they die. However, I point out to them that, if Fred dies young, Wilma could fall in love with (say) Barney, who has a son Bam Bam. She could […]