Wills

Have you made a Will?

We recommend that everyone should consider making a Will.

If you have made a Will, you should keep it up to date. We suggest having it professionally reviewed at least every three years.

A Will enables you to:

Appoint Executors

Who will be responsible for dealing with your estate. If you appoint family or friends, we recommend they seek professional legal assistance. Many people prefer to appoint their Solicitor.

Appoint Guardians

Who will be responsible for the upbringing of any of your children who are under 18.

Leave cash gifts or special items to family

You can leave a cash gift to a member of your family, friend or charity. Especially useful for giving family heirlooms or mementoes. 

Deal with specific assets

You can also make specific gifts such as your business, farm or assets of particular or sentimental value. 

Create Trusts

Especially useful if you wish to benefit disable beneficiaries who are unable to look after themselves, or children under 18. Also appropriate for unmarried couples or for people who have been previously married.

Mitigate Inheritance Tax

Is it possible to save tax whilst still making provision for your family. A professionally prepared Will can help you achieve this. 

Set out Funeral Wishes 

Do you wish to be buried or cremated? You can set out the type of service and any special Hymns. 

Avoid Intestacy

If you die without leaving a Will then your estate will be distibuted by a complicated set of legal rules. These rules may not fully provide for your close relatives. In addition, they make no provision for unmarried partners, except those registered as civil partners. 

We offer a Will service at a fixed price which we will agree with you beforehand.

For further information, speak to a member of our Wills team. They will be pleased to offer you a FREE no obligation initial meeting. 

Nick Penwell at Exeter - N.Penwell@dunnandbaker.co.uk
Julia Green at  Exeter - J.Green@dunnandbaker.co.uk

or

Barbara Hodgson at Cullompton - B.Hodgson@dunnandbaker.co.uk