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Will Questionnaire

Do you need a Will?

Complete this quick and easy questionnaire, submit it with a click of a button below, and one of our experts will contact you to discuss the perfect Will for you.

Are you worried about ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands?

Costs involved in moving to a Care Home can literally wipe out your entire savings and your home may have to be sold to pay for care fees.

There are four types of Tax which could affect your estate; Corporation Tax, Capital Gains Tax, Inheritance Tax and Income Tax.

What happens if I don't make a Will? Is making a Will difficult?
What makes a Will valid?

When did you make your Will? Have your circumstances changed since making your last Will? Has your Will ever been reviewed?

Please type the words shown below into the box and then press the Submit button to submit the form.

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T:  01225 580707

"I felt that I had to put into writing how delighted myself and my wife were on all the help, guidance and advice that you gave to us concerning our needs for a Will. You explained everything clearly and precisely and made what could have been very complicated extremely simple and we thank you for that. We feel vey happy at our final decisions and it has given us great peace of mind. Also it was really convenient for us that you were able to come to our house in the evenings at a time suitable to us, this made the whole experience easy and relaxing."

A. Goodridge, Bath

"Before I met Tim I thought a Will was just a Will, but after a short time talking to him he had explained the different types and their importance.  Tim did not sell himself or his company but sold the idea of having the correct type of Will, and the ramifications of an incorrect or no Will.  With his relaxed and friendly approach it was very easy to make the decision to work with Tim and I am very pleased with the results."

P. Lane, Bristol

"Having taken 20 years to make a will I found Mr. Phillips to have a very professional and understanding approach. I felt very much at ease and would recommend him to anyone."

J. Taylor, Exeter