Wills & Tax Planning

Do I really need to make a will?

The most important reason for making a will is that it enables you to control who gets  your property after your death. If you don’t make a will, your estate will be  distributed under fixed rules of law; so it may not benefit the people you want  it to most. A valid will can also be helpful to avoid family arguments and bad feeling at a particularly difficult time.


Can  Rice-Jones help to carry out the terms of the will?

The person who carries out the terms of your will is known as the executor. You may also wish  to appoint more than one executor. They may be family or friends or you may wish to appoint your accountant or solicitor. We can offer this service and will be happy to discuss this with you.


What happens if I change my mind about part of the  will?

Your circumstances may well change after your will has been drawn up. The most  obvious example is if you divorce. This would affect your existing will and you  would need to create a new one. Whenever there are important changes in your life, it it necessary to consider how your will may be affected.


I am worried about Inheritance Tax - what can you do to help?

When drafting  your will we can advise you on all the Inheritance Tax implications. There may  be ways in which we can minimise your liability and we will help you to find the  solution that’s right for you.


What should I do next?

Our experts will be able to give you advice on the best course of action. To make an appointment, please call us on 01422 430210 and ask for Robert Mackenzie or Veronica Mullins.

Alternatively, you can make an appointment by calling into our offices on Market Street in  Halifax. Should you wish to E mail your enquiry; click  here

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