Will writing: Five things clients should keep in mind

Getting your house in order

clock • 4 min read

Mark Chandler runs through five key points all clients should keep in mind when writing a will...

Writing a will is a very difficult process but it is something we all must do to secure the future of our loved ones after we pass away. A survey from Unbiased recently found about 60% of the UK adult population do not have a will in place. The same percentage thought they did not have sufficient assets to make it worthwhile - this common misconception, alongside a lack of understanding, is leaving many beneficiaries in financial distress. With proper preparation and the right legal advice writing a will needn't be a process clients should dread. Here are five key points to share w...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

Labour leadership contest: What a change could mean for IHT on pensions

Labour leadership contest: What a change could mean for IHT on pensions

Advisers warned against banking on U-turn

Jen Frost
clock 28 May 2026 • 6 min read
Tax-efficient investments: Client needs that cannot be ignored

Tax-efficient investments: Client needs that cannot be ignored

'The reality is that tax planning is fast becoming the dominant theme of advice'

Andrew Aldridge
clock 27 May 2026 • 5 min read
IHT on pensions: 'HMRC wants to have its cake and eat it'

IHT on pensions: 'HMRC wants to have its cake and eat it'

IHT on pensions comes into effect in April 2027

Andrew Tully
clock 26 May 2026 • 4 min read