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

Offshore bonds explained - how they work and what clients they are suitable for

Offshore bonds explained - how they work and what clients they are suitable for

Resurgence in interest over the past few months

Laura Purkess
clock 24 February 2026 • 5 min read
Webinar: IHT on pensions – Advisers' questions answered

Webinar: IHT on pensions – Advisers' questions answered

Join us on 10 March 2026

Professional Adviser
clock 20 February 2026 • 1 min read
IHT receipts continue climb to £7.1bn

IHT receipts continue climb to £7.1bn

Experts note ‘fairly modest’ growth

Jen Frost
clock 20 February 2026 • 3 min read