Complex Will

Will and Tax Planning

Why Make a Will?

Many people recognise the importance of making a Will but often delay the process. However, preparing a Will is usually quicker and easier than you might expect, and it is a crucial step in ensuring your wishes are respected and your loved ones are protected.

How We Can Help

Our experienced lawyers and staff are dedicated to making the Will-making process fast, straightforward, and stress-free. Once your Will is in place, you can have peace of mind knowing your affairs are in order, whatever the future may hold. We also offer secure, complimentary storage of your Will to protect it from loss or damage.

With expert knowledge in all aspects of Wills, our approachable lawyers will work with you to create a Will tailored to your needs and those of your family. We pride ourselves on clear communication and will always explain your options in plain English.

The Importance of Having a Will

Almost two-thirds of adults in the UK do not have a Will. Without one, your estate may not be distributed as you would wish. For example:

  • If you are not married or in a civil partnership, your partner may not be legally entitled to inherit, regardless of how long you have been together.
  • If you are separated but not divorced, your estranged spouse may still inherit from your estate.
  • In blended families or second marriages, your children from a previous relationship may not receive what you intend.

Making a Will ensures your estate passes to the right people and helps avoid unnecessary complications for your loved ones.

Complex Wills

What A Complex Will Provides :   

A Complex Will offers all the benefits of a Asset Protection Will , with additional tailored advice to help minimise the tax payable on your estate . They will often include bespoke trusts to protect your assets or safeguard vulnerable or disabled beneficiaries 

A Complex Will may be appropriate if your circumstances require more detailed planning, such as:

  • Including trusts or estate planning for tax efficiency (e.g., Inheritance Tax considerations).
  • Providing for a large number of beneficiaries.
  • Addressing business ownership and succession.
  • Allocating shares or stocks.
  • Providing for children from multiple relationships or excluding them .
  • Making specific arrangements for the care of disabled children.
  • Detailing particular gifts or legacies.

If you are unsure whether you need a Complex Will or a more straightforward option, our team is happy to advise you.

Transparent Pricing

Complex Wills are priced on application, following an initial meeting to discuss your requirements. All fees will be clearly explained before any work is undertaken.

How We Can Help

For further information or to start the process of making your Will, please contact our team on 01302 365 374. We are here to help you plan for the future with confidence.

Why choose us

At Jordans, we’re proud to serve our local communities with expert legal support that’s personal, professional, and approachable. Our team provides clear, practical advice and dedicated representation across a wide range of legal services – from conveyancing, to wills, probate, and dispute resolution.

We take pride in our reputation for achieving excellent outcomes for our clients, built on trust, communication, and a genuine commitment to making the legal process as straightforward as possible.

As a firm, we value long-term relationships with our clients and are committed to providing accessible, high-quality legal services. Whether you’re buying a property, planning for the future, or facing a difficult legal issue, we’re here to help.

We’re also recognised for our support of older and vulnerable clients and are proud to be a Dementia Friendly firm.

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