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

Inheritance tax exemption threshold for farmers increased to £2.5m

Inheritance tax exemption threshold for farmers increased to £2.5m

Change takes effect from 6 April 2026

Isabel Baxter
clock 23 December 2025 • 2 min read
IHT receipts continue on path to record year

IHT receipts continue on path to record year

£5.8bn for first eight months of 2025/26

Jen Frost
clock 19 December 2025 • 2 min read
To 2p or not 2p: Income tax rate changes explained

To 2p or not 2p: Income tax rate changes explained

'Income tax rate changes, but not the ones we were expecting'

Julia Peake
clock 18 December 2025 • 6 min read