Step 7 - Help us to say thank you Expand Your Will is personal but if you have chosen to leave a gift to us we would love to be able to say thank you. By emailing [email protected] we can let you know how your gift is going to make a difference.
Step 6 - Visit your solicitor Expand You're now ready to visit a solicitor to have your Will drawn up. Your solicitor will keep a copy of your Will, but you might also like your own copy. Keep it in a safe place, and tell someone close to you where you have put it. You can also use our Free Will Writing Service. Is there specific wording I should use in my Will? Yes, we have put together suggested wording that may be of help to you.
Step 5 - Inheritance tax Expand When making a Will, you can ensure that you don't pay more Inheritance Tax than you need to. Visit GOV.UK for more information.
Step 4 - Valuing your estate Expand Work out the value of your assets, including property, investments and any debts.
Step 3 - Choose your executors Expand Executors are the individuals responsible for ensuring your wishes are carried out, you name them in your will. You can appoint whoever you would like, but ask them first as it can take time. You can also appoint a professional, like a solicitor or accountant, but your estate will need to pay their fees.
Step 2 - Decide what you want to give Expand You know need to decide what type of gift you would like to leave. Some people leave an amount or item, but many choose a share of their estate.
Step 1 - Choose who you would like to include Expand The first this to do is to think about who you would like to remember in your will. Most people want to care for their loved ones, family, and friends, but it is also easy to remember the charities you care about.