Taking instructions and planning the will

This session will look at troublesome issues in relation to planning and drafting wills

• What does the client want?

- Avoiding misunderstandings

- Looking at options: what is and isn’t feasible

- Achieving a fair result

• Does the client want to benefit a charity?

- Legacy or share of residue?

- Reduced rate of IHT: implications and formula clauses

• Avoiding challenges

- Look at previous wills

- Document reasons for dispositions

- Document your assessment of testamentary capacity

- When is a medical report advisable?

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Resources:

• Remember A Charity Strategic Priorities 2019 2021 | Download
• Remember A Charity Campaign Supporter Scheme | Download
• Remember A Charity 2020 Impact Report | Download

For more information on Remember A Charity, visit their partner profile by clicking the logo to the side of this video.

Learning objectives:

• identify and avoid problems when taking instructions and preparing a will,
• advise the client on the options available to them.