complete financial know how

Wills & Probate

Ad Valorem have a panel of will writers who will ensure that your business and assets are protected for your family’s future.

Our Will Writers will always deliver confidential, proactive advice on the various types of wills available to you and will ensure that the products provided meet your specific financial and family circumstances.

We will include advice on:

  • The types of will available to you
  • Inheritance tax
  • Capital gains tax
  • How best to structure your will
  • The appointment of executors to administer your affairs
  • How to store your will

We of course work with each individual or business to ensure the advice is absolutely correct and to ensure that the best possible provisions are made for you and your family now and in the future.

Probate

Probate is a legal process that occurs following an individual’s death, where your Executors/Personal Representatives handle your estate, including taxes, debts and distributions of inheritance.

Probate can be a very time consuming and complicated process and understandably the last thing you want to be thinking about when you’ve lost a loved one.

Getting it right is crucial, which is why clients come to us for peace of mind.