You are currently browsing offline. Some images may be missing and some functionality may be unavailable.

Covid-19 update

All our services remain fully operational, with phone, Skype, Teams and other conference calls being conducted in place of face to face meetings. You will still receive the same high level of service with all our service agreement levels being met. If you have a family member who requires our services, we are offering all our clients a “Family Referral” scheme, so please let us know via the Contact tabs on our website and we will be happy to help. To all our partners and clients, we extend our full support and well wishes at this difficult and challenging time.

Specialist Will writing company, focusing primarily on providing Wills and related products to employees of large multinational companies.

James McKenzie’s approach to writing Wills is very simple. We want to offer an outstanding service and make the process as easy and straightforward as possible.

Most people know the importance of making a Will, but for one reason or another never get around to it. Many people believe they do not need to make a Will because they do not have substantial savings or property. In fact, if you are worth more than £5,000, your assets will be frozen and no-one will be able to benefit from them until probate is granted – having a Will greatly speeds up and reduces the cost of this process.

If you do not have a Will, the government (through the Laws of Intestacy) will decide how your estate is divided when you die. Even if you are married, your surviving spouse may not inherit all of your assets, and if you have children, they automatically claim their share when they turn 18.

By writing a Will you can ensure your assets go to the people you want to leave them to and at an age you want them to receive it. If you are living as unmarried partners, the surviving partner may inherit nothing at all and your estate will default to your parents. This could have further Inheritance tax implications which could be avoided by writing a Will.

For many people, the prospect of writing a Will can be a daunting process.

This can be exacerbated when faced with multiple options and a hierarchy of fees as it can be difficult to know which option is right for your needs. James McKenzie recognise this is often a reason people put off writing a Will so we have simplified our offering into two distinct services.

A Lasting Power of Attorney (LPA) is a legal document that you (the donor) make using a special form.

It allows you to choose someone now (the Attorney) that you trust to make decisions on your behalf about things such as your property and financial affairs or health and welfare at a time in the future when you no longer wish to make those decisions, or you may lack the mental capacity to make those decisions yourself.

Over 300,000 people die without a valid Will each year, causing additional financial and emotional burdens on the loved ones left behind.

Companies offering their staff Will writing as a flexible or voluntary benefit show they care not only about the staff member, but their whole family.

Latest News

Some Ways to Reduce Your IHT liability

We are unable to avoid paying Inheritance Tax, however, it is possible to reduce your IHT Liability by making use of certain tax planning tools. One extremely effective way of reducing your exposure to IHT is by making gifts during your lifetime.

The current Inheritance Tax situation allows for each person to have a Nil Rate Band (Tax Free Allowance) of £325,000. Any assets up to the value of £325,000 will be taxed at a rate of 0% and anything over the allowance will be c...