Couples Retiring
Privacy
Please note, we have changed the names to ensure our clients' privacy.
Details
Barry & Susan in their late 60s and with three children in their 30s came to us as they wanted to update their Wills and include grandchildren. They wanted to simplify their existing Will by replacing their existing executors with their three children, removing appointment of guardians, making a small provision for their grandchildren, leaving the remainder to each other on first death and then equally between the children on second death.
Having been recommend to Pattison James Associates, they wanted to consider their inheritance tax liability and the impact of any potential care costs later in life and receive advice in this area.Pattison James Associates specialise in advising clients like Barry & Margaret so that their wishes are achieved and put in place a robust solution to ensure that when the time comes, their Wills are drafted in a tax-efficient manner, loved ones are provided for and assets are protected from any future care costs.Book your Will writing appointment online now and allow us to fully advise you on the most appropriate way to achieve your wishes.