Who will look after my Will?
It is very important that your Will is stored safely. It is also important that your Executors or family know exactly where to find it on your death. We will store your Will in our strongroom free of charge unless you wish to make your own arrangements.
If you do wish to make your own arrangements for storage we would recommend that you keep a record of where your Will is kept, for example at your Bank or other storage facility.
In order to assist your family in locating your Will and your other financial papers you may wish to prepare a list of your assets and where information about them can be found.
We have prepared a useful form to assist you with this.
Please click on the link below in the Related Documents section called "My Documents - File to save to your computer and complete" to open a copy of this document.
Can a Will protect my Assets from taxation, problematic beneficiaries or attack from Local Authority assessment for care charges?
Yes. Please click on the link below in the Related Documents section called "Crombie Wilkinson - Changes to the Law concerning Inheritance Tax" for further information.
Jennifer Bartram
Richard Watson
Darren Norgate
Sharon Richardson
Belinda Poulter
Christopher Walton
Related Documents
- My Documents - File to save to your computer and complete (467kb)
THIS DOCUMENT IS IMPORTANT INFORMATION TO COMPLETE AND KEEP SAFE When a close family member or friend loses capacity or dies it is a traumatic time for the people left to make the necessary arrangements. It can be made more difficult for those relatives or friends who have been asked to deal with the persons affairs or administer their estate, particularly if they have to go through extensive paperwork to find key information and documentation about the assets belonging to the incapacitated person or the deceased. It is therefore very useful if documentation such as the Will, Power of Attorney, share certificates and life assurance policies as well as information about bank accounts and other assets are easily accessible shortly after the incapacity or death. By completing our My Documents form, you can list what you own and where it is kept for easy reference. - Crombie Wilkinson - Changes to the Law concerning Inheritance Tax (126kb)
On 9th October 2007 the government announced changes in the law concerning Inheritance Tax. Please read this document to find out how the changes affect you.
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