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Will selector

Start

It's important to choose a Will that meets all of your needs. This selector will ask you some questions to help you choose a Will that best suits your circumstances.

You can use our Wills whatever the size of your estate, as they are designed to cope with most people's needs. However if your estate is particularly large, you might want to speak to a financial advisor or tax specialist about possible ways of minimising the amount of Inheritance Tax due.

Please answer each question until a recommendation appears. Note that the information you give here is only used to make a recommendation and is not stored against your details.

1

Married?

Are you married or in a civil partnership?

Note: if you are widowed, you should answer 'No' here.

2

Business/Agriculture

Do you own the whole or part of any business or agricultural property?

3

Assets

Is the value of all your assets worth more than your inheritance-tax-free allowance (usually £325,000)?

(Your assets are everything your own, such as possessions, cash, property and shares.)

4

Asset location

Are all of your assets in the UK?

(Your assets are everything your own, such as possessions, cash, property and shares.)

5

Non-UK assets

Are your non-UK assets in an EU member state other than the Republic of Ireland or Denmark?

6

Where do you live?

Where is your permanent home?

7

Business/Agriculture

Do you own the whole or part of any business or agricultural property?

8

Assets

Are all of your assets in the UK?

(Your assets are everything your own, such as possessions, cash, property and shares.)

9

Asset location

Are your non-UK assets in an EU member state other than the Republic of Ireland or Denmark?

10

Where do you live?

Where is your permanent home?

11

Net Assets

Do you have net assets worth more than £50,000?

(Net assets means the value of everything you own, minus the amount of any debts you owe. e.g. mortgages, loans, etc)

12

Care

Are you concerned that your spouse/civil partner is likely to need long-term medical or nursing care?

13

Discretionary Trust

A discretionary trust will could help to prevent your assets from being used to pay for your spouse/civil partner's long-term care. However these trusts can be complex and you will likely need to choose a professional to help manage it.

Do you want to read more about a discretionary trust will?

14

Children

Do you have children from a previous relationship?

15

Pair wills

Would you also like a Will for your spouse/civil partner?

16

Mirror Will

Couples often want Wills that mirror each other. Together you answer one set of questions to create 2 Wills, each naming the same beneficiaries and executors.

Do you want your Wills to mirror each other?

The Will recommended for you...