Drafting a Will

By Tolley in association with Emma Haley at Boodle Hatfield LLP
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The following Trusts and Inheritance Tax guidance note by Tolley in association with Emma Haley at Boodle Hatfield LLP provides comprehensive and up to date tax information covering:

  • Drafting a Will
  • Experience required for Will drafting
  • Basic content of a Will
  • After a Will is signed

This guidance note considers the basic content of a Will and the typical provisions found in most Wills. Other guidance notes in this sub-topic deal with provisions that may be relevant only in certain cases:

  • Nil rate band
  • Providing for a spouse or civil partner
  • Providing for children
  • Will trusts
  • Pilot trusts and Will planning
  • Nil rate band discretionary trusts

Also, see the Checklist ― obtaining information for the client’s Will which can be sent to a client to obtain the relevant information.

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