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Do I Need A Will?
Most people know the importance of making a Will, but for one reason or another never get around to it or think that because they do not have considerable savings or property, they do not need to.
Read moreOur Services
For many people, the prospect of writing a Will can be a daunting process. James McKenzie recognise this is often a reason people put off writing a Will, so to combat this have simplified our offering into distinct services.
Read moreCorporate Solutions
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.
Read moreAbout Us
James McKenzie (Wills) Ltd is a specialist Will writing company, focusing primarily on providing Wills and related products to employees of large multinational companies. We have been providing Will writing services since 2004 and have been in the employee benefit market since 2007.
Read moreTrusts
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- Trusts
A trust may also be used to protect your assets from claims of future creditors or in the event of divorce. For many, trusts are an excellent way of estate planning by reducing tax liabilities and in some cases minimising or eliminating Inheritance Tax altogether. A trust can either be established during your lifetime or on your death under the terms of your Will. Trusts allow you to pass on your wealth to other people you have chosen and are often used to control and protect family assets.
A trust might be created in the following circumstances:
when someone is too young to handle their affairs
when someone can’t handle their affairs because they are incapacitated
to protect the assets for your children from a future spouse
to pass on money or property while you are still alive
For further information or an individual assessment of your current tax liability and trust options, please contact us for a personalised discussion with one of our advisers.
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