Making a Will

Can you believe that over 70% of the UK population does not have a current Will that is an accurate reflection of their financial circumstances and the personal choices at the time of their death? That means that as many as 60,000 adults in Cheltenham do not have a current Will. Making a Will creates certainty, reduces worry and gives you the peace of mind of knowing exactly how your money, property and possessions will be dealt with after your death.

A Will guides those who are left behind and saves worry and heartache at a time of great emotional stress. Making a Will is usually the first step to take in structuring your affairs in order to minimise your liability for Inheritance Tax.

If you do not have a Will the Intestacy rules will apply to your financial affairs on your death. Please contact us for a guide on how your estate would be distributed on an Intestacy basis.

In most cases we can offer a fixed price service for making a Will and in some case you may be eligible for one of the Free Will Schemes that we participate in– call us for more information!

As well as will-making our other related services include:-

  • Obtaining grants of probate 
  • Preparation of lasting powers of attorney 
  • Preparation of trusts and deeds 
  • Reviewing and amending Wills 
  • Winding up and distributing estates
  • Inheritance tax planning

Guides

Inheritance Tax Allowances and Exemptions

Inheritance Tax Transferable Nil-Rate Band between Spouses/Civil Partners

Steven Felts
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2-3 Oriel Terrace
Oriel Road
Cheltenham
Gloucestershire
GL50 1XP
01242 581481
Claire Ellis
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2-3 Oriel Terrace
Oriel Road
Cheltenham
Gloucestershire
GL50 1XP
01242 581481

Excellent communication and prompt responses. Everything was explained clearly.”

Ms W – Will client

Our whole experience was excellent from initial phone call to completion.”

Rev & Mrs N – Will client

Explanations were in ‘everyday language’ not legal gobbledegook!

Ms C – Will client