Everyone should have an up-to-date Will. Here’s the most important points you need to consider:
1. What do you have to leave?
Make a list of your assets and liabilities to give you a good idea of the value of your estate.
2. Who would you like to include in your will?
Make a list of people, charities and organisations.
3. Use a solicitor – and ask about Inheritance Tax
You can use the following links to search online for a local solicitor if you don’t already have one.
- In England and Wales contact The Law Society on 020 7242 1222 or visit www.lawsociety.org.uk
- In Scotland contact The Law Society of Scotland on 0131 226 7411 or visit www.lawscot.org.uk
4. Update your Will to reflect major life changes
Marital, financial and family changes should be reflected.
5. Keep it safe
Leave your original will document with your solicitor or legal adviser, keep a copy yourself and make sure your executors know where to find it.