Will Writing and Estate Administration Services

    The preparation of wills and the administration of estates are sensitive matters that require professional expertise and emotional intelligence. 

    At Simpson Wood we offer a specialist service to help our clients to deal with all aspects of will writing and estate administration, and to ensure they can look to the future with confidence. 

    Whether you are looking for detailed inheritance tax planning through your will, or just a straightforward ‘family’ will, Simpson Wood can help. 

    Many of our clients choose to appoint a director of Simpson Wood to be an executor of their will, in cases where a professional executor feels like the most appropriate choice. However, we can provide assistance in all circumstances and we are here to help anyone tasked with being the executor of a will. 

    Need Some Advice?

    Looking for some help or a little advice?

    Call today on 01484 534431 or fill in our enquiry form below, and we’ll call you back.

    How we can help

    No matter the value of your estate or the nature of its assets, is it important that you make a will. Doing so will help your loved ones after you are gone, and makes sure that your estate passes to your nominated beneficiaries and at the minimum tax cost. Dying intestate can create problems that a simple will can avoid. 

    Simpson Wood is committed to harnessing our deep knowledge and extensive experience in will writing and estate administration to help clients achieve worthwhile benefits and cost savings. 

    We provide a ‘one-stop’ service, meeting all of your wills and estate administration needs in one place, including the preparation of your will for your signature. 

    Our team of specialists work diligently and sensitively to gain an in-depth understanding of your financial and personal circumstances. This puts us in an ideal position to be able to offer you the advice you need, not only now but also in the future if your personal circumstances should change or if ever-changing tax legislation affects you further down the line.

    Continuity of contact

    Every Simpson Wood client has a director dedicated to their affairs. We believe this is essential in order to provide a personal service. 

    While your will is being drawn up or your inheritance tax issues are being considered, you will be able to rely on your dedicated single point of contact at Simpson Wood to keep you abreast of developments.

    Take the first step

    Our fees for dealing with this type of work are very competitive. We do not believe in charging a percentage or ‘value factor’ when dealing with an estate. 

    We will quote an hourly rate or ‘fixed fee’ arrangement for this type of work when we are initially instructed. 

    To find out how we can help you with will writing and estate administration, contact us today. 

    More from Tax and Estate Planning

    We offer a complete solution to clients. As well as completing your return, we use our knowledge of your individual circumstances to provide you with proactive advice and help you to minimise your tax burden.

    Our knowledge of trust and tax law and of its practical application has enabled us over many years to establish a large and well respected trust department, making us one of the leading practices in the area offering such a specialised service.

    The knowledgeable and friendly staff at Simpson Wood continue to offer expert advice for the smooth running of our company accounts. They are efficient, competent and reliable – a professional firm providing a professional service, tailored to our needs. Long may it continue!

    Our Will Writing and Estate Administration Team

    All Staff
    Filter by Department
    • Directors
    • Audit and Accountancy
    • Tax and Estate Planning
    • Business Advice and Support
    • Payroll
    • Wills
    • Corporate Finance
    • Independent Financial Advice
    • Admin

    Latest Tax and Estate Planning Updates

    HMRC clarifies tax rules for WFH commuting

    Posted on
    HMRC has updated guidance on when tax relief is available on travel expenses for staff who work from home. The tax authority is responding to the growth of flexible or…

    MTD for Income Tax pilot now live

    Posted on
    HMRC’s pilot scheme for Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) is now live. Accountants, agents and individuals are able to sign up to the pilot…

    In The Spotlight – Alexandra Varley

    Posted on
    Our In the Spotlight series lets you get to know some of our team better. That might be their hobbies, favourite book or what they would take to a desert…