Wills - Anna Davies Wills & Estate Planning

Wills

A well‑drafted Will is the foundation of any estate plan. We will help ensure that your wishes are well thought through and clearly set out, ensuring maximum tax efficiency and certainty for your beneficiaries. Without a Will, your estate may not pass as you intend and disputes between loved ones can arise. Putting a Will in place can seem daunting and it is something that we often put off. With our careful guidance and technical advice, you will leave the process feeling relaxed knowing that your affairs are in order, to the long term benefit of everyone.

We can advise you on:

Appropriate Will structures for complex family arrangements and blended families
Guardianship provisions for children
Choice of Executors and Trustees, and their role in the estate administration and ongoing trust
Charitable legacies and philanthropy goals, including how charitable giving interacts with your personal tax position
Different trust options for your Will, including, life interest trusts, trusts for children and trusts for business or agricultural assets
Ensuring that your Will is compliant with restrictions on the transfer of specific assets such as shares in a family business
Ensuring that your Will is compliant with any obligations arising from a pre or post nuptial agreement or divorce order.
Exercising powers in your Will as a beneficiary of an existing trust
Tax efficient structuring of your estate
The role and wording of your Letter of Wishes
Dealing with assets located in other jurisdictions
How any Inheritance Tax due on death will be funded

How we work with you

We work closely with you to understand your specific circumstances and assets, to provide a bespoke approach to your Will and estate planning. We arrange an initial meeting to discuss your assets, personal situation and intentions for your estate. We then prepare a bespoke Will, summary and Letter of Wishes for further consideration and discussion with you. Once you are happy with everything, we arrange for the Will to be signed. We can arrange for your Will to be stored in a secure facility, should you wish.

We work closely with our clients’ wider advisory teams, including accountants, wealth managers and trustees, to provide coordinated and practical solutions. We can also put you in touch with other trusted advisers, should you require this.