At Kat's Wills and Estate Planning, I understand the importance of preparing for the future.
Creating a will and having the best estate planning in place is essential for everyone, no matter the size of your estate because everyone should have their say about what happens to their estate. Without a Will or properly advised estate planning in place then what happens with your estate when you die is dictated by Intestacy Law which is a severely outdated law that has little or no place in todays I provide professional, friendly, and affordable will writing and estate planning services to ensure your wishes are respected and your loved ones are taken care of when you are no longer here. Let me help you plan for the inevitable and give you the peace of mind that everyone will be looked after exactly how you want them to be.
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With fully advised will prices starting from £175 and fully advised Lasting Power of Attorney for £300 per person plus the OPG registration fee.
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Reach out today to get started.
What is Estate Planning?
Estate planning refers to the process of organizing a person’s affairs to manage what happens to their money, property, and possessions (their "estate") after they die or if they lose mental capacity.
While the core principles are similar to those in other countries, England has its own legal system and tax rules, so the specifics differ.
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Key Elements of Estate Planning:
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1. Making a Will
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A legally binding document that sets out how your estate should be distributed.
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You can name executors, beneficiaries, and guardians for minor children.
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If you die without a will (intestate), your estate will be distributed under the rules of intestacy, which may not reflect your wishes.
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2. Inheritance Tax (IHT) Planning
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Inheritance Tax is typically charged at 40% on estates over the £325,000 threshold (nil-rate band).
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Planning strategies can include:
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Gifts made during your lifetime (subject to 7-year rule)
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Using trusts
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Leaving 10% or more of your estate to charity (can reduce the IHT rate)
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3. Lasting Powers of Attorney (LPA)
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There are two types:
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Property and Financial Affairs LPA
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Health and Welfare LPA
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These allow someone you trust to make decisions on your behalf if you lose mental capacity.
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4. Trusts
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Legal arrangements where assets are held by trustees for the benefit of others.
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Common for asset protection, tax planning, or supporting vulnerable beneficiaries.
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5. Joint Ownership
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How property is held jointly can affect how it passes on death:
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Joint Tenants: The property automatically passes to the other owner.
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Tenants in Common: Each share is passed via the will or intestacy.
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6. Beneficiary Nominations
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Certain assets (e.g. pensions, life insurance) pass outside the will if a beneficiary is nominated.
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7. Funeral Wishes & Letters of Wishes
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Not legally binding, but helpful guidance to your executors and family.
Why Estate Planning Is Important:
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It can help avoid delays and minimise costs of probate.
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It can help minimise inheritance tax liability.
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Ensures dependents are provided for.
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Avoids disputes among heirs.
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Gives you control over medical and financial decisions if you lose capacity.
Would you like help drafting a will, understanding inheritance tax thresholds, or setting up an LPA or trust in England?
Online and hybrid services available to try and keep prices as low as possible for everyone
At Kat's Wills and Estate Planning we believe everyone deserves access to professional will writing and estate planning services at affordable prices. Our innovative online and hybrid services allow you to create your will at a time that suits you from the comfort of your home, with Basic Will prices starting at just £89 per person and Lasting Power of Attorney online check service starts at just £90 per person, making it easier and more affordable than ever to secure your future and that of your loved ones. Let us help you navigate the estate planning process with ease and affordability.
Thinking about creating a will and other estate planning measures can be overwhelming.
At Kat's Wills and Estate Planning, we believe that estate planning shouldn't be scary and complicated for our customers. Our mission is to simplify the process and explain everything in straightforward plain English terms instead of all of the jargon that has made this area of law seem unnecessarily complicated and overwhelming to customers for too many years.
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We aim to make it easy for you to understand what has been written on your behalf and to be able to follow what is happening every step of the way. We are committed to providing an expert, professional and friendly service at prices that are affordable for everyone. This is why we have introduced various methods of creating your documents and offer a varied level of assistance depending on your needs and your budget.
Trust us to help you on your will writing and estate planning journey either online, remotely or in person. Don't wait any longer start your journey now online (in England and Wales), remotely via video or telephone call (across the United Kingdom) or in person if you are local to the Newcastle upon Tyne area.
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We offer a full range of estate planning services, including creating wills, advising and setting up trusts and Lasting Power of Attorney advice and paperwork. With my extensive legal education and vast wealth of knowledge and experience in estate planning, I'm ready to advise you on what would be most beneficial for your personal situation and help you navigate the whole process with ease.
Wills
Secure your family's future with a customised will tailored to your wishes. Discover how my expertly drafted wills ensure your assets are distributed as you desire, providing peace of mind for you and your loved ones.
Trusts
Explore the benefits of trust planning and safeguard your estate for generations to come. Learn how my personalised trust solutions offer flexibility and control, ensuring your assets are protected and distributed according to your wishes.
Lasting Power of Attorney (LPA)
Prepare for life's uncertainties by appointing trusted individuals to make decisions on your behalf. Discover the peace of mind that comes with my lasting power of attorney services, ensuring your affairs are managed with care and consideration.
Katrina Conway, Your Local Will Writer and Estate Planner in Newcastle upon Tyne and online or remotely across the United Kingdom.
I'm Kat, a Will Writer and Estate Planner living in the Newcastle Upon Tyne area. I graduated from Northumbria University in 2015 with a 2:1 MLaw Exempting degree, a Masters Level degree in Law. During my degree, my specialities were Wills, Estate Planning and the Administration of Estates. I am now a professional will writer and estate planner with over 9 years of experience.
I am a member of the Society of Will Writers because although Estate Planning is not a regulated industry I believe my customers should expect the same level of service from myself as they would receive from a solicitor. As a result I have chosen to be regulated and governed by becoming a member of The Society of Will Writers. I have underwent training and examination to ensure I know what I am doing prior to becoming a member. Additionally I have chosen to adhere to their Code of Conduct and ensure I have professional indemnity insurance in place to ensure all of my customers are in safe hands when they choose to put their trust in me.
I chose to become a Will Writer and Estate Planner because I firmly believe everyone should have a will in place for when they die. It does not matter what the size of the estate is - everyone should be able to determine how their estate is distributed when the time comes. As a result I want to offer professionally drafted and easy to understand wills and estate planning services at an affordable price for all.
Standard Wills
Individual / Mirrored
Trust Wills
Disabled Persons Trust
Discretionary Trust
Life Interest Trust
Lifetime Trusts
Asset Protection Trust
Discretionary Trust
Pilot Trust
Vulnerable Persons Trust
Lasting Powers of Attorney
Property and Finance
Health and Welfare
Client Testimonials
Hear From Those I've Helped
Excellent service received to produce mirrored wills with a life interest trust included on the property we own.
Katrina really knows what she is doing and guided us every step of the way. Highly competitive prices for the work too.
LYNDA P.
Brilliant service. Very helpful and friendly, nothing is a bother to Kat. She was brilliant pointing us in the right direction for what we wanted, would highly recommend. Thank you so much - 5 stars.