Wills & Estates

Making a will is one of the most important things that you can do to secure the financial future of your family.

A well-drafted will is essential for ensuring that you know how your estate will be distributed after your death – it is a tool to make sure that the financial and personal assets accumulated over a lifetime of hard work pass to the family members, friends and organisations you have chosen, whilst minimising any possibility of dispute.

It is important for you to make a will no matter how substantial or modest your estate is. This is because:

  • if you die without a will, there are certain rules which dictate how your money, property or possessions should be allocated which may not reflect your wishes
  • unmarried partners and partners who have not registered a civil partnership cannot inherit from each other unless there is a will, so the death of one partner may create serious financial problems for the remaining partner
  • if you have children you may wish to appoint guardians to look after them in the event that either one or both parents die before they turn 18
  • it may be possible to reduce the amount of inheritance tax payable on the value of the property and money you leave behind
  • your circumstances may have changed, for example you are separated or divorced.

It is recommended that your will is reviewed at least every five years to ensure that its provisions accurately reflect your circumstances. In some cases this will necessitate drawing up a new will.

In the event of a death we can also deal with the administration of a person’s estate, even if the will has been prepared by another firm. We can deal with all of the various aspects of the estate, including:

  • Valuing the assets
  • Dealing with any inheritance tax reporting
  • Applying for a Grant of Probate
  • Dealing with the sale or transfer of the assets
  • Dealing with all tax issues during the administration
  • Preparation of estate accounts
  • Liaising with beneficiaries and dealing with any continuing trusts

How can we help you?


Call us on the Belfast number below or send us a message and one of our team will be in touch.

028 9024 3141
Send us a Message

How can we help you?


Contact
GDPR Compliance *

Key Contacts


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Michael Graham

Director

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Person Thumbnail

Timothy Rankin

Director

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Paula Gibson

Associate

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News & Insights


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Our clients tell it best.

  • The team are praised by clients in this area for being

    “on the ball in terms of getting an estate tidied up and moved on. They’re sharp in that area” and “keep things moving.”

  • Michael Graham, Director and Head of department, is noted as being

    “very, very knowledgeable, thorough and energetic,” and “a good, warm, solid person who is well liked and well regarded.”

Key Contacts


Person Thumbnail

Michael Graham

Director

   |    view profile
Person Thumbnail

Timothy Rankin

Director

   |    view profile
Person Thumbnail

Paula Gibson

Associate

   |    view profile

How can we help you?


Call us on the Belfast number below or send us a message and one of our team will be in touch.

028 9024 3141
Send us a Message

How can we help you?


Contact
GDPR Compliance *