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Will Help

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Hello, 

I am just helping my mum choose a company to sort out here will. It seems like Co-op, farewell and "Make a Will Online" are the most popular and there is also discount or free if you use code or links, charity, etc.  

The will is very simple and just leaving everything to me (son) and nothing to the daughter (The daughter wanted it this way for personal reasons). My mum is a sole trader with a very simple business but a lot of assets. 

Any recommendation? 

Comments

  • Browntoa
    Browntoa Posts: 49,607 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    The word " lots of assets" suggests to me that a solicitor drafted will is needed , not one by a will writer ( not legally trained) .

    It's worth paying a bit extra to ensure it's done correctly ( and to possibly manage tax ) 
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  • Ste2341545
    Ste2341545 Posts: 12 Forumite
    First Anniversary First Post
    Browntoa said:
    The word " lots of assets" suggests to me that a solicitor drafted will is needed , not one by a will writer ( not legally trained) .

    It's worth paying a bit extra to ensure it's done correctly ( and to possibly manage tax ) 
    Yes I could have worded that better. I was meaning there is a lot of stock/chattel. I will have a look into it and do some phone calls. Thanks. 
  • Savvy_Sue
    Savvy_Sue Posts: 47,358 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Browntoa said:
    The word " lots of assets" suggests to me that a solicitor drafted will is needed , not one by a will writer ( not legally trained) .

    It's worth paying a bit extra to ensure it's done correctly ( and to possibly manage tax ) 
    Agreed, and to deal specifically with her business - it would be a lot more complicated if she had a ltd company, but even so it's worth taking proper advice. 
    Signature removed for peace of mind
  • Keep_pedalling
    Keep_pedalling Posts: 20,989 Forumite
    Tenth Anniversary 10,000 Posts Name Dropper Photogenic
    Have to agree, find a local solicitor to draw up the will. 
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