Wills

What can they do for you? 

They know how busy life can be & are able to talk to you about your needs remotely or in your home. Their personal approach is outstanding as they are able to guide you through the entire process and ensure you have a stress-free experience. They are able to assist you on writing a comprehensive Will and on writing a Will Trust. 

How will it be stored? 

Once you have finalised your documents, White Deer is able to offer you two distinct secure solutions:

• Physical Storage: They use a secure professional storage facility which is one of the largest in the UK. All Wills are listed on the National Will Register for added security. Once completed you will receive a certificate of safe storage and details of how your executors and/or your attorneys (in the event that you have LPA’s stored) can retrieve them,
• Digital Storage: You can set up a digital account on Auderli which allows you to store all important documents with multi-factor authentication and security. This platform allows you to collate personal memories, funeral wishes, messages and even those age-old family recipes; anything you want to pass safely onto your loved ones.
• Complex trusts and tax planning

Complex trusts and tax planning

We are equally pleased to have preferred partnerships with experts in wealth planning and high net worth trusts and tax planning for those clients who may have more complex needs.  We work with company owners around their shareholdings and partner with our trusted peers so that, between us, we can ensure the corporate and private planning aligned so that founders and owners can be assured that their businesses and families are looked after exactly as they planned.

This area of work includes:
·       Shareholders and LLP agreements,
·       Exit strategies including EOTs,
·       Cross-options,
·       IHT planning,
·       Trusts for minors, and
·       Complex will writing.