Wills

Do you need a Will and live in Andover, Winchester, Newbury, Salisbury, Devizes or the surrounding areas?

We all hope to live to a ripe old age, but you never know what’s around the corner. Therefore, it’s never too early to be thinking about a Will and what will happen to your children, property and estate after you’re gone.

Without a Will in place, there is no guarantee that your estate will go where or to whom you want or expect it to go. Davies Estate Planning, is able to answer your concerns and provide a Will suited to your personal circumstances.

Andrew Davies is an expert in risks to your estate arising from:

  • Inheritance Tax
  • Remarriage of Surviving Spouse
  • Care Fees

As all families are different your Will must be unique too. Here at Davies Estate Planning we understand there can be complex family needs which need to be addressed. By listening to your concerns we can produce a Will which is appropriate for all your family and property needs.

For writing your Will in Andover, Winchester, Newbury, Salisbury, Devizes and across the South of England, please contact Davies Estate planning.

Wills in Andover Hampshire
Wills in Andover Hampshire

Discretionary Trusts

There are instances when it’s not enough to just name your beneficiaries but to consider including Discretionary Trusts.

A Discretionary Trust means you leave your estate (or part of it) to a Trust, which would be managed by your appointed Trustees.

Examples of when a Trust may be appropriate could be where a beneficiary is:

  • Someone who doesn’t have the mental capacity to handle money
  • Disabled and receives means tested State benefits
  • Financially irresponsible
  • Someone who may be unduly influenced by another person

If you’d like to find out more about writing Wills in Andover, Winchester, Newbury, Salisbury, Devizes , including advice on  Discretionary Trusts in your Will, please contact Davies Estate planning.

A Will is not for life

Many people feel that once they have had a Will drawn up, that is all they need to do until they die. However, getting a Will written is only the first step in ensuring your wishes are carried out following death.

Over time, personal circumstances change, the legal environment changes, and the will that was fit for purpose previously, may not be now. At Davies Estate planning, we strongly recommend that you review your Will every four to five years.

For a review of your Will in Andover, Winchester, Newbury, Salisbury, Devizes contact Davies Estate planning today, for a free, no obligation consultation.

Wills in Andover Hampshire

Andrew is very knowledgeable regarding estate planning. He took both my husband and myself through each option of the different type of wills which was really helpful as my husband had children from a previous marriage and we needed to protect some of my husbands money for them. He was friendly, approachable, professional and really helpful. When we suddenly thought of changes we needed to make, nothing was too much trouble. His total focus was on producing wills that worked for us. Would highly recommend him.

Andrew helped my husband with our wills, he was very professional and fully explained every detail nothing was too much trouble. He also helped with our Power of Attorneys. Andrew has a very pleasant manner and is very punctual with appointments. I would most certainly recommend him. The whole experience was good!

We recently got Andrew to re new my mothers will we were very pleased with the service he provided and appreciated the journey to make sure it was signed and sealed would use him again and recommend his services.

Andrew was always punctual and polite. He ensured that we understood each stage of the process, and the terminology used in the documents.

Andrew was understanding, professional, courteous and punctual. Happy to recommend him.

Andrew took great care to produce four Lasting Powers of Attorney for us and navigated us through the OPG system. They are all now safely registered and we were very grateful for his expert advice and assistance.

Very professional, explaining, and checking, we understand the wording and process.

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