Wills & Estate Planning Advice
The Templar Estate Planning news and articles section is here to help you with your Will and estate planning – both to answer questions and to make you aware of things to think about. Drop us a line if there is anything missing that you would like to know about.
Better still, call us on 0118 948 4381 and we will talk you through anything you are not sure about.

Will Clarity Statements
Will Clarity statements prove the validity of your Will and protects it from challenges. Inheritance disputes brought to court are

Dementia and planning for the future
The NHS reports that there are more than 850,000 people in the UK who live with Dementia. This equates to

Generational Inheritance Tax
Your children, grandchildren, and even your great-grandchildren may have to pay tax on money that you have already paid tax

My partner and I are not married, what happens if I die?
The short answer to this is that if you are not married or in a civil partnership, your partner will

A mistake in your existing Will can be costly – we can help you.
We recently evaluated a client’s Will and found an elementary mistake regarding the signing and witnessing of the Will that any

Does your Lasting Power of Attorney (LPA) still meet your requirements?
Much like your Will, we recommend that you periodically ensure that your LPA will still do the job you want

What is Estate Planning?
Virtually everyone knows what a Will is and the need to make one, but we do get asked the question
Excellent service, we would recommend David and Templar estate planning
spoke to a lady called Claire who was very helpful, and went through the process with me over the phone ,then booked an appointment to go in and see a gentleman called David, very professional and catered for all I needed for my Will, I was very happy with the service and would recommend to anyone looking to do a will , look into Templar estate Planning.
I was listened to , and felt fully informed of my options .
Both Claire and David have always put me at my ease and I felt confident they would understand and advise on any matters that arose both from making a will and sorting out a LPA.
I got in contact with them as a result of a personal recommendation and am happy to pass this on.