M+A Partners HomeProbate & Estate Administration - Will Writing

In making a Will you are ensuring that your estate is dealt with according to your wishes, whilst also providing for those close to you in a tax-efficient way.

There are strict laws that dictate how property and assets are to be divided if no Will is in place and this may not be in accordance with your wishes and requirements.

The STEP Code for Will preparation

Our adherence to the STEP Code gives you the confidence that our professionals will be adhering to a framework when preparing your Will. This ensures we obtain all the pertinent information from you to prepare and write a Will that accurately reflects your wishes.

How We Add Value

Our professional and friendly team are experienced in talking through your current position and future wishes and discuss all aspects of the Will writing process with you, giving a clear and thorough understanding of the options available.

Things to consider

  • Choosing who will (and will not) benefit from your Estate;
  • Appointing a Guardian for children under the age of 18;
  • Ensuring that your partner will be provided for;
  • Protecting the interests of your children from a previous relationship;
  • Placing restrictions and limitations on any gifts that you make;
  • Protecting your family’s wealth through effective Inheritance Tax planning;
  • Making a charitable gift; and
  • Specifying your funeral wishes.

For further information on our Will writing services please contact our experts or download the information leaflet from the Publications section below.

Our
Experts

Clare Goodswen
Partner
BIO
Clare joined M+A Partners as Director of Personal Taxation and Private Client Services in 2008, having trained as an accountant with another firm. She specialised in private client work in 2001 and qualified as a Chartered Tax Adviser in 2005, taking the top spot in East Anglia.

Clare’s areas of specialism include all aspects of income tax, capital gains tax, and inheritance tax, with a particular focus on complex tax planning, high-net wealth individuals, and tax planning using trusts. She is well known in Norwich for her client-focused approach to tax planning and her ability to provide effective solutions to minimise personal tax liabilities.

Clare says “Having trained as an accountant before specialising in tax helps me to provide a commercial approach to the constantly changing challenges that face our clients when planning their tax affairs”.

Clare is a member of the committee for the local branch of the Chartered Institute of Tax.

Clare is also:

Chairman of the East Anglian branch of The Chartered Institute of Tax; Committee Member of Norfolk Professionals Joint Institutes
EXPERTISE
  • Accounting Services
  • Personal Taxation and Private Client
  • VAT
CONTACT
Emma Hunt
Partner
BIO
Emma joined M+A Partners as a Private Client Tax Manager in 2017, having previously worked for a large national accountancy firm, with a focus on private client tax work.

Emma is a Chartered Accountant and Chartered Tax Adviser, as well as a committee member for the East Anglian branch of the Chartered Institute of Taxation (CIOT) and Society of Trust and Estate Practitioners (STEP).

Emma has helped to enhance the firm's growing probate and estates specialism, managing the complex tax affairs of individuals, trusts and estates, as well as running tax planning and advisory projects.
EXPERTISE
  • Personal Taxation and Private Client
CONTACT
OUR TEAM
Downloads

Publications

Will Writing & Lasting Powers of Attorney (LPA)