Help with writing your Will

elderly couple signing papers together

Writing a Will can seem daunting but it can be easier than you think.

It helps to be prepared before you visit a Will writing professional and can save both time and money.

Making a Will is vital to ensuring your estate goes to the people and causes that are close to your heart.

 

The information here is intended to help make everything easier, but we would always recommend that you visit a solicitor or a member of the Institute of Professional Will Writers to assist you with your Will.

Download a gift in Wills guide

Six things to consider when writing your Will

  1. Make a list of your assets and estimate the value of your estate
  2. Make a list of what you owe, considering debts such as any outstanding mortgage, loans or bills
  3. Decide who you would like to benefit and how
  4. Choose your Executor, s/he will ensure the terms of your Will are carried out and meet your solicitor
  5. Create a letter of wishes to help those who may make your funeral arrangements when the time comes and also to set out the reasoning 
  6. Keep it safe and up to date. Most people prefer to keep a copy with their solicitor and to keep their own copy in a safe place the Executor of the Will knows about. You should review your Will every five years or after any major life events, such as getting married or divorced, becoming a parent or grandparent or moving house

Jargon buster

For more information about the terms surrounding writing your Will, please visit our glossary of terms.

Inheritance Tax

Inheritance Tax (IHT) can be paid following your death on the value of your estate (and can also include the value of substantial lifetime gifts you have made and some types of trust funds).

Your solicitor or Institute of Professional Will Writers member will be able to guide you through this, and more importantly, they can tailor this advice to your particular circumstances.

If you would like more information, you can download our guide on how IHT works in relation to estates which include charitable gifts.

Frequently asked questions

If you have any questions about gifts in Wills at the BHF, visit our FAQs page to see the answers to some of our most frequently asked questions about legacies.

Contact us

If you prefer to speak in confidence to a member of our Gifts in Wills Team, please fill in our online form to get in touch. Alternatively, you can email us via [email protected] or 020 7554 0599 for more advice on writing your Will.