Many people assume that, after their death, their money will automatically pass on to the people they want it to go to, but that is not always the case.
The pitfalls of intestacy
If you do not leave a Will, your estate will be distributed according to the rules of ‘intestate succession’. Although your spouse or civil partner will have certain rights, they will not automatically receive your entire estate. The rules may dictate that other family members, often unexpectedly, will inherit.
Making a Will lets you decide what will happen to your assets, rather than the intestacy rules doing it for you.
How we can help
We have ample experience in helping clients to write their Wills. Everyone’s family and financial circumstances are different, so we will take the time to find out about your individual situation. We can then help you to:
- appoint executors
- decide how your children should be cared for
- follow all legal formalities to ensure the Will is valid and achieves what you want it to
- arrange charitable donations
- make any changes at a future date.
We can also discuss options such as trusts and tax planning if you are concerned about how to pass on your assets tax-efficiently.
Disputing a Will
If you are unhappy with the content of someone else’s Will, or have doubts about whether a Will is valid, we can advise you on whether it may be possible to challenge it.
Our Wills and dispute resolution lawyers can consider the form and content of the Will, and the circumstances in which it was prepared, and then advise on possible remedies.
"Lindsays offers a pragmatic and uncomplicated approach. They tell it as it is, and are a friendly, approachable and helpful team."
Chambers UK: A Client's guide to the UK legal profession
"The team are all strong technically, covering a wide range of private client issues. What sets them apart from some other firms is that they are all just really nice, normal people who are able to engage with their clients in a professional but personable manner, giving the client confidence that they are in good hands."
The Legal 500 UK
Meet the team
Grant Johnson
Title: Partner, Head of Private Client
Department: Private Client Services
Location: Dundee
Deborah-Anne O'Donnell
Title: Trainee Solicitor
Department: Private Client Services
Location: Dundee
