Wills & Estate Planning
Wills & Estate Planning
A well-drafted will is the foundation of effective estate planning. Our wills and estate planning services are designed for high-net-worth individuals and families in the UK who seek to ensure their wishes are clearly documented, their loved ones are provided for, and their assets are protected and transferred efficiently.
What we do
- •Will drafting and review to ensure your wishes are clearly documented
- •Mirror wills for couples and coordinated estate planning
- •Letters of wishes and family governance documentation
- •Power of attorney planning and documentation
- •Estate administration support and guidance
- •Regular reviews to ensure wills remain current and effective
Who it's for
UK high-net-worth individuals and families seeking comprehensive will and estate planning, those with complex family situations, business owners, property investors, and anyone wanting to ensure their assets are protected and transferred according to their wishes.
Common scenarios
First will creation
If you don't have a will, we can help you create one that clearly documents your wishes, provides for your loved ones, and ensures your assets are distributed as you intend.
Will updates and reviews
Life changes require will updates. We help ensure your will reflects current circumstances, relationships, and objectives, maintaining its effectiveness and validity.
Blended family planning
Blended families require careful will planning to balance interests, ensure fair treatment, and provide appropriately for children from different relationships.
Knowledge Drops
Two essential planning foundations that help protect family intent, reduce ambiguity, and support smoother long-term decision-making.
Wills and testament planning
A well-structured will sets out who should inherit, who should manage your estate, and how your wishes should be carried out.
Why it matters: Clear testamentary instructions reduce uncertainty and protect your family from avoidable disputes.
Powers of attorney
Powers of attorney allow trusted individuals to act on your behalf if you are unable to make decisions yourself.
Why it matters: Without these arrangements in place, families can face delays and legal friction at critical moments.
Frequently asked questions
Why do I need a will?+
A will ensures your assets are distributed according to your wishes. Without a will, intestacy rules apply, which may not reflect your preferences, may not be tax-efficient, and may not provide for your loved ones as you would prefer.
What happens if I die without a will?+
If you die without a will, intestacy rules determine how your estate is distributed according to law. This may not reflect your wishes, may not be tax-efficient, and may not provide optimal outcomes for your loved ones.
What is a mirror will?+
Mirror wills are separate but identical wills made by couples, typically leaving everything to each other and then to children. They provide coordinated estate planning while maintaining flexibility for each individual.
Can I change my will?+
Yes, you can update your will at any time. It's important to do this properly to ensure changes are legally valid. Professional advice can help ensure updates are made correctly and align with your overall planning.
How often should I review my will?+
Regular reviews are recommended, particularly when circumstances change: such as marriages, births, divorces, property purchases, or changes in relationships. Annual reviews help ensure your will remains current and effective.
What is a letter of wishes?+
A letter of wishes is a non-binding document that provides guidance to executors or trustees about how you would like assets to be managed and distributed. It offers flexibility while maintaining the legal structure of your will or trust.
Do I need a power of attorney?+
A power of attorney allows someone to act on your behalf if you become unable to manage your affairs. It's an important part of comprehensive estate planning and can provide protection and peace of mind.
What if I have assets in multiple countries?+
International estate planning may require wills in multiple jurisdictions or coordination between different legal systems. Professional advice is essential to ensure effective planning across borders.
How much does will drafting cost?+
Costs vary depending on complexity, the structures needed, and the scope of planning required. An initial consultation can help you understand what's needed and provide clarity on costs for your specific situation.
What should I include in my will?+
A will typically includes appointment of executors, distribution of assets, guardianship provisions for children, and other specific wishes. Professional advice can help ensure your will is comprehensive and legally valid.
Next steps
Explore our tools with calculators and quizzes to help you assess your situation.
Take our Wills Estate Planning Check quiz to assess your situation.
Learn more about how we work.
Disclaimer
For UK consumers only. Tardi Group Ltd is not FCA authorised as a firm. Tardi Group Ltd is not authorised or regulated by the FCA. Information is general and not personal advice. Personal recommendations (where applicable) only after full review and signed client agreement. We may work with FCA-regulated advisers where required.