Why My Will Writing Service Is Different: Every Will Includes Inheritance Tax Planning Advice

Preparing a Will is one of the most important legal decisions you will ever make. It determines how your estate will be distributed and provides certainty for the people you care about most.

However, I believe a professionally drafted Will should do far more than simply record your wishes.

It should also consider whether your estate can be passed to your beneficiaries in the most tax-efficient manner possible.

That is why every Will I prepare includes inheritance tax planning advice as standard.

Estate Planning, Not Just Will Writing

A Will should never be viewed in isolation.

It forms part of your wider estate plan and should be considered alongside your assets, family circumstances, long-term objectives and potential inheritance tax exposure.

My approach is to ensure that your Will not only reflects your wishes but also supports the preservation of your wealth for future generations.

By incorporating inheritance tax planning advice into every Will I prepare, I help clients understand the potential inheritance tax consequences of their estate and identify appropriate planning opportunities before they are lost.

Every Will Includes Inheritance Tax Planning Advice

I believe inheritance tax planning is an essential part of responsible estate planning, not an optional extra.

For that reason, I do not treat inheritance tax planning as a separate service. Instead, it forms an integral part of every Will I prepare.

When preparing your Will, I consider whether there are opportunities to improve the tax efficiency of your estate and explain the planning options available to you.

Depending on your circumstances, this may include advice relating to:

• your potential Inheritance Tax liability;

• the Nil Rate Band and Residence Nil Rate Band;

• transferable allowances between spouses and civil partners;

• Business Relief and Agricultural Property Relief;

• lifetime gifting strategies;

• the appropriate use of trusts;

• charitable giving;

• ownership structures for property and investments; and

• succession planning for future generations.

Not every planning strategy will be appropriate for every client. However, every client benefits from understanding how inheritance tax may affect their estate and what steps may be available to preserve more wealth for their loved ones.

A Combination of Private Wealth and Tax Expertise

My practice combines specialist expertise in both private wealth law and taxation.

As a STEP-qualified Private Wealth Lawyer, I advise clients on Wills, trusts, succession planning, estate administration and the preservation of family wealth.

In addition, I have advanced qualifications in tax law, enabling me to assess the inheritance tax implications of your estate while preparing your Will.

This combination allows me to provide advice that goes beyond simply drafting a legally valid document. Every recommendation is made with your family's long-term financial interests in mind.

Looking Beyond the Will

An effective estate plan is about far more than tax.

When preparing your Will, I also consider matters such as:

• protecting vulnerable beneficiaries;

• preserving family wealth across generations;

• reducing the likelihood of future disputes;

• planning for second marriages and blended families;

• business succession;

• overseas assets and international succession issues; and

• ensuring your executors have clear guidance when administering your estate.

Every recommendation is tailored to your individual circumstances and objectives.

A Bespoke Service

No two families are alike.

Your assets, family relationships and future objectives are unique. For that reason, every Will I prepare is individually drafted and supported by bespoke legal advice.

Whether your estate is relatively straightforward or includes business interests, investment property, trusts or international assets, you will receive advice tailored specifically to your circumstances.

Why Clients Choose My Will Writing Service

Clients instruct me because they want more than a professionally drafted Will.

They want the reassurance that their estate has been considered from both a legal and tax planning perspective.

By including inheritance tax planning advice as an integral part of my Will writing service, I help clients make informed decisions that may preserve more of their wealth for the people they intend to benefit.

My objective is simple: to prepare a Will that not only reflects your wishes but also forms part of a carefully considered estate plan designed to protect your family's future.

Arrange a Consultation

Whether you are preparing your first Will or reviewing an existing one, professional estate planning can make a significant difference to the future administration of your estate.

If you would like tailored advice on your Will, inheritance tax planning or wider estate planning, I would be pleased to assist.

Frequently Asked Questions

Is inheritance tax planning advice included with every Will?

Yes. Every Will I prepare includes inheritance tax planning advice as part of my estate planning service. I believe inheritance tax planning should be considered whenever a Will is prepared, rather than being offered only as an additional service.

Will everyone benefit from inheritance tax planning?

Every estate is different. Not everyone will have an Inheritance Tax liability, but reviewing your position ensures that valuable planning opportunities are not overlooked and provides clarity about your future estate.

Why do you include inheritance tax planning advice as standard?

Because a professionally prepared Will should do more than record who inherits your estate. It should also consider how your estate can be passed to your beneficiaries as efficiently as possible and whether appropriate planning can preserve more of your wealth.

Who is your Will writing service suitable for?

My service is suitable for anyone wishing to prepare a professionally drafted Will. It is particularly valuable for homeowners, business owners, professionals, high-net-worth individuals, families with international connections and anyone who wishes to ensure that inheritance tax planning forms part of their estate planning.

About the Author

Sheikh Najam is a STEP-qualified Private Wealth Lawyer (TEP), and Notary authorised to practise law throughout England and Wales, and an advanced tax law specialist. He advises individuals, families, entrepreneurs and international clients on Wills, trusts, inheritance tax planning, probate, succession planning and cross-border estate matters.

His practice combines specialist private wealth expertise with advanced tax knowledge, enabling him to deliver estate planning advice that is both legally robust and tax efficient. Every Will he prepares is supported by bespoke inheritance tax planning advice, helping clients preserve family wealth and protect future generations.

Based in Central London, Sheikh advises clients throughout England and Wales and internationally on complex private wealth and succession planning matters.