Start with what is changing in your life.
Straightforward guidance for common milestones. You do not need to diagnose which document you need before speaking to us.
Plans should change when life does.
Marriage, divorce, a new home, children, a growing business, retirement or a blended family can all be good reasons to review your arrangements.
Stepchildren do not automatically inherit in the same way as biological or legally adopted children. Clear planning can help avoid accidental disinheritance, including where a surviving partner later remarries.
Inheritance Tax
Inheritance Tax is one part of wider estate planning. The allowances and rules depend on individual circumstances and can change, so advice should be based on your current position rather than general assumptions.
We can help identify when specialist tax or legal advice should form part of the conversation.
Frequently asked questions
What happens if I die without a Will?+
Your estate is distributed under intestacy rules rather than your own written wishes. The result may not reflect the needs of your family or dependants.
When should I review my Will?+
Review it after major life events and periodically to make sure it still reflects your family, assets and wishes.
Do I need a Will if I do not have much money or property?+
A Will can cover more than high-value assets, including personal possessions, guardianship wishes and who should administer your estate.
Do stepchildren inherit automatically?+
Not usually under intestacy rules unless legally adopted. A properly prepared Will can clearly record how you want to provide for them.
Does marriage affect my Will?+
Marriage or civil partnership can revoke an existing Will unless it was prepared in contemplation of that marriage. It is sensible to seek advice before the event.
Can I change my Will later?+
Yes. It should be reviewed when circumstances change, and any amendment must be completed correctly.
Can you store my Will safely?+
Yes. Professional storage protects the original document and helps your executors retrieve it when needed.
Do I need to visit the office?+
No. Meetings can take place at the Newport office, online or at home, subject to availability.
Still not sure where to begin?
That is exactly what the initial conversation is for.
Talk to us →