MAKE SURE YOUR WILL IS UP TO DATE

The following presupposes that you already have a Will made.

In our view every adult should have one.

If you haven’t got one, our first bit of advice is to make one.

Often however we get asked as to how often you should update your Will.

Our view is that you should give it an annual check up.

So you should think about whether your Will still properly reflects your wishes and circumstances.

Factors such as;

  • GETTING MARRIED
  • ENTERING INTO A RELATIONSHIP
  • SETTING UP OR SELLING A BUSINESS
  • ENTERING INTO A SIGNIFICANT FINANCIAL COMMITMENT
  • BUYING OR SELLING A HOUSE
  • HAVING CHILDREN
  • YOUR CHILDREN BECOMING ADULTS
  • YOU APPROACHING RETIREMENT AGE
  • DIVORCE
  • INCAPACITY OR SERIOUS ILLNESS
  • DEATH OF AN EXECUTOR OR A BENEFICIARY.

are all trigger points for reviewing and indeed needing to re-make your Will.

So get out your old Will and make sure it reflects what you really want to happen with your assets.

Comments are closed.