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Preparing a will

Preparing a will – dos and don’ts

Preparing a will can be a lengthy and confusing ordeal. While it is possible to do it yourself, and there are many books and websites which claim to help in preparing a will, ideally you will consult a solicitor, even if only to have them check over a will you have prepared and ensure that it is legally binding.

Preparing a will with the help of a legal expert can help make sure you don't make any small mistakes that could have enormous repercussions, and can also reduce the amount of inheritance tax that is taken out of your estate before it is passed on to your beneficiaries.

Before preparing a will, you will need to choose an executor, someone trustworthy who will be responsible for ensuring that everyone named in the will receives whatever was left to them. You will also need to compile a list of all the property you own, and a description of your financial situation, including savings, investments, debts, mortgages and so on.

We have a more extensive advice about preparing a will in our free Wills guide.

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