Have you updated your will recently?

Life changes and so should your estate plan.

We often see clients overlook the importance of regularly updating their will. An outdated will can lead to family disputes, legal complications, and unintended tax consequences.

Here’s why it matters:

• Reflects life changes – marriages, divorces, new children, or the loss of loved ones.
• Protects your assets & business – ensures your wealth and any business interests go where you intend.
• Prevents disputes – clear, updated instructions reduce the risk of family conflict.
• Supports tax-effective distribution – proper planning can reduce taxes and maximise inheritances.
• Keeps your wishes current – including charitable donations or specific bequests.

Update your will every 2–3 years or after any major life or financial event.

Need to make changes? You can:

• Add a codicil (for minor changes)
• Write a new will (for major updates)

Always consult a solicitor or estate planner to ensure your will is legally binding and tax-efficient. Peace of mind starts with good planning. Talk to us about your estate and succession plan today.