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Wills and Tax Advice

We can advise you in straightforward terms on the potentially complex issues of inheritance, wills and tax advice. Every person’s circumstances are different meaning that some wills can be simple and other wills may be more complicated, reflecting the complexity of the your personal or financial circumstances. Our expertise will ensure that you have a will that is specifically tailored to suit your individual needs, no matter what your personal circumstances.

We can advise you on the following issues:

  • Choosing the person or persons who will administer your estate
  • Decide how and to whom you will leave your money, property and other assets
  • Consider inheritance tax and how this may or may not affect your estate
  • Make provision for disabled or incapacitated beneficiaries
  • Create trusts for children or for the lifetime of the surviving partner or spouse
  • Appoint guardians for children
  • Make gifts to charities

We can also discuss other related advice with you including:

  • Lasting Powers of Attorney
  • Probate and estate administration
  • Contentious Probate and contesting a will
  • Care home fees
  • Elderly client advice

What is the right age to write a will?

Someone who is older will generally feel more inclined to get their future sorted out. Yet, that doesn’t mean that you need to wait until your first grey hairs appear to do this. If you have assets and want peace of mind around what will happen when you have gone, then getting a will is the best way to do this. If you are a homeowner, have children or have assets in the bank, own a small business or own pets, then you might want to put a plan of action in place to protect these in your absence. When thinking about your family and your possessions it should be clear whether or not you are in the right phase of your life to write a will. If you are, then get in touch and let us give you the security you need.

Your Will

If we could choose one reason why we feel it is inherently important to draw up a will, it would be to ensure so far as possible that you prevent a complicated mess from arising after your death. By this, we mean choosing people you trust to deal with the formalities and to inherit your assets. The people you choose to be your executors and trustees will have a significant responsibility in administering your estate and any trusts which arise, including payment of inheritance tax and funeral costs and debts, holding money or assets on trust for others, sorting out your personal belongings and making sure that the beneficiaries receive what they are entitled to.

The importance of choosing where your estate is to go after your death cannot be underestimated and can prevent problems arising for those left behind, both financially and morally.

Fixed Fees

We always charge a fixed fee for wills so that you know the costs from the outset, whether you require a simple or more complex will.

Professional Executors

As a firm we are happy to be appointed as your executors to administer your estate on death. We offer fixed fees for our involvement wherever possible and we will never charge a percentage of the value of your estate; we only charge for the work that we undertake.

If you haven’t thought about appointing a professional executor either alone or alongside your other executors, read this article for information on the advantages of having a regulated professional deal with the administration of your estate.

Free Will Reviews

Free appointments are available if you have an existing will and would like us to review it. We can advise you if it is tax efficient or if changes in the law or family and financial circumstances affect your will.

If you would like more information or to arrange a no-obligation appointment visit our contact pages to call the office most convenient to you

What our clients say about us

" Upfront costs and straight forward language. I used Progression for conveyancing and they were truly excellent, they kept me informed and answered the phone when I rang (which seems to be a rarity for Solicitors these days)

What our clients say about us

"My business was dealt with speedily, efficiently and professionally."

What our clients say about us

"Extremely helpful and efficient. Very approachable and explained everything with clarity"

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If you would like to know more about our services or would like a quick chat about a legal matter, please get in touch.

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Contact Us

  • Ulverston: 01229 580956
  • Windermere: 015394 42255
  • Grange-over-Sands: 015395 38288
  • Barrow-in-Furness: 01229 808404

info@progressionsolicitors.com

Progression Solicitors Ltd is a limited company registered in England and Wales. Registered number: 5513037

Authorised and regulated by the Solicitors Regulation Authority No 558020