New Grandchild
Privacy
Please note, we have changed the names to ensure our clients' privacy.
Details
Sidney and Rose are existing clients of ours and like to regularly review their Wills with us to make sure they are up to date, in line with legislation, tax-efficient and reflect their wishes. During their most recent update, it was confirmed that nothing needed changing aside from the addition of another grandchild who was to receive a small cash gift in the same manner as gifts provisions they had already made for their other grandchildren.
Pattison James Associates specialise in reviewing Wills for new and existing clients like Sidney & Rose so that their wishes are kept up to date over time. On this occasion, we completed a Will review, establishing no fundamental changes were required aside from the provision for their latest grandchild and so re-drafted and sent out updated Wills for signing.Book your Will writing appointment online now and allow us to fully advise you on the most appropriate way to achieve your wishes.