Wills & Inheritance Tax in Cheltenham

Making a Will

Can you believe that over 70% of the UK population does not have a current Will that is an accurate reflection of their financial circumstances and the personal choices at the time of their death?

That means that as many as 60,000 adults in Cheltenham do not have a current Will. Making a Will creates certainty, reduces worry and gives you the peace of mind of knowing exactly how your money, property and possessions will be dealt with after your death.

A Will guides those who are left behind and saves worry and heartache at a time of great emotional stress. Making a Will is usually the first step to take in structuring your affairs in order to minimise your liability for Inheritance Tax.

If you do not have a Will the Intestacy rules will apply to your financial affairs on your death. Please contact us for a guide on how your estate would be distributed on an Intestacy basis.

In most cases we can offer a fixed price service for making a Will with prices starting from £250 plus VAT (charged at a rate of 20%) for a single Will, and £400 plus VAT (charged at a rate of 20%) for a pair of Wills – call us for more information!

As well as will-making our other related services include:-

Guides

Please see our guide to the basic Inheritance Tax Allowances and Exemptions

Living Wills

Do you have any specific requirements or wishes concerning your medical care? Would you like to ensure that this information is available for the doctors treating you, in case you are not able to communicate following an accident or illness? If so, you should consider making a Living Will.

A Living Will can refer to an Advance Decision and/or an Advance Statement. In either case, it is an official document which declares the wishes of a patient regarding health care. It allows them to specify their choice of treatment should they later be unable to make or communicate decisions due to serious illness.

Our Wills and Probate Team is highly experienced in this area and can help ensure that your Living Will is correctly drafted and fully effective. We aim to provide a friendly yet efficient service and to guide you through the obstacles in this sensitive area of law.

  • Steven made the whole process straightforward and did not baffle me with legal jargon.

    P Giles

  • I am using them for probate of my mum’s Will and in my opinion they are knowledgeable and give good sound practical advice. I would recommend them.

    S Lacy

  • From the start I was very impressed with the sound advice and efficient completion, so very quickly. I've waited months with a previous solicitor. Since then, Claire Ellis has done other work for me and I consider Christopher Davidson Solicitors to be the legal firm who I would always seek advice

    C Jones

  • Extremely knowledgable! Very speady responses which gave us confidence that our wishes were carried out. Have used your services before and are very happy with the outcomes.

    D Jones

  • I have nothing but praise with how my Will was dealt with. I couldn't have asked for more - the service from Claire has always been excellent. Claire is very helpful and professional, explaining any questions I may have, and also extremely quick in responding to my emails. Thank you

    J Molloy

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