tllm2 Posted September 5, 2014 Share Posted September 5, 2014 Getting a will sorted out has been on the 'to do' list for sometime and has finally reached the top.On my research so far, it seems that virtually any solicitors (and others) can draw up a will, but what I think we really need along side that is help and advice on (avoiding) inheritance tax for the kids when the time comes.Can anyone recommend such a service - either provided together or separately? Link to comment https://www.eastdulwichforum.co.uk/topic/48693-need-a-will-drawn-up-but-also-inheritance-tax-planning-advice-to/ Share on other sites More sharing options...
PeckhamRose Posted September 5, 2014 Share Posted September 5, 2014 Try SAGA. I used them for a Lasting Power of Attorney. Link to comment https://www.eastdulwichforum.co.uk/topic/48693-need-a-will-drawn-up-but-also-inheritance-tax-planning-advice-to/#findComment-779229 Share on other sites More sharing options...
Ruffler Posted September 5, 2014 Share Posted September 5, 2014 We used Nick at Sussex Wills following recommendations on here. The process was very easy and convenient (he came to our house on a Sunday). We didn't go into inheritance tax issues so can't comment on whether he has knowledge of that kind of thing, but I guess you could contact him for a chat to discuss options first. Link to comment https://www.eastdulwichforum.co.uk/topic/48693-need-a-will-drawn-up-but-also-inheritance-tax-planning-advice-to/#findComment-779274 Share on other sites More sharing options...
Siduhe Posted September 5, 2014 Share Posted September 5, 2014 Ditto for us with Nick at Sussex Wills. Very happy - he is a recently retired solicitor so does have a good working knowledge of inheritance tax issues, though I don't think he would describe himself as a tax planner. Will PM his details if you would like or search on here. Link to comment https://www.eastdulwichforum.co.uk/topic/48693-need-a-will-drawn-up-but-also-inheritance-tax-planning-advice-to/#findComment-779309 Share on other sites More sharing options...
kittysailing Posted September 6, 2014 Share Posted September 6, 2014 Hi there - thanks for the recommendations - drop Nick a line with your query - I'm sure he'll be able to advise. [email protected] Link to comment https://www.eastdulwichforum.co.uk/topic/48693-need-a-will-drawn-up-but-also-inheritance-tax-planning-advice-to/#findComment-779409 Share on other sites More sharing options...
kittysailing Posted September 6, 2014 Share Posted September 6, 2014 FYI Nick offers a power of attorney's service also. Link to comment https://www.eastdulwichforum.co.uk/topic/48693-need-a-will-drawn-up-but-also-inheritance-tax-planning-advice-to/#findComment-779412 Share on other sites More sharing options...
tllm2 Posted September 6, 2014 Author Share Posted September 6, 2014 Just for the record - whilst he does have a working/basic knowledge of IHT, he isn't able to offer IHT planning advice - which is what we need. Any other suggestions would be gratefully appreciated. Link to comment https://www.eastdulwichforum.co.uk/topic/48693-need-a-will-drawn-up-but-also-inheritance-tax-planning-advice-to/#findComment-779503 Share on other sites More sharing options...
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