Wills and Probate

Providing for your loved ones after your death

To ensure that you pass as much of your wealth as possible to your loved ones when you die requires careful drafting of your will and astute inheritance tax planning. What’s more, you need to start planning before you are 45.

If you die intestate (without a valid will), your assets will be distributed according to law. This may not be in keeping with your personal wishes and is likely to be subject to a 40% tax levy. Money which should go to your loved ones.

We recommend to our clients that you review your will every 3-5 years or following any changes in personal or family circumstances, such as

• A change in marital status
• Birth of a child or grandchild
• A change in the value or type of assets in your estate
• A change of executor
• A change in charitable interests or goals
• Changes in inheritance tax laws or other similar legislation affecting personal finances.

If you require advice and guidance on making your Will, updating your existing Will (whether or not your Will has been prepared by us), or related aspects of this area of the law, contact one of the team today.

Belfast Office
Peter Campbell or Orla Mallon on 028 9032 7388 or email belfast@cfs-law.com

Londonderry Office
Gavin Campbell or Ciaran Hampson on 028 7137 2660 or email derry@cfs-law.com