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Making a will

5 July 2018

1 min read

Making a will

Many people do not think about writing a will until later in life, but especially for those with children we recommend doing this as soon as possible.

Peter Brennan
Peter Brennan,

Chartered Financial Planner

If you do not make a will then your estate will be distributed according to the rules of intestacy. Remember that these rules do not recognise unmarried partners: if you’re not married or in a civil partnership, then your partner won’t receive anything from your estate (that isn’t jointly owned by them) unless this is specified in your will. You should review your will if your circumstances have changed: for example, marriage can invalidate an earlier will.

You can help your family by sharing your plans with them. You may even find that they suggest something different such as leaving a gift to a favoured charity. Setting up a Lasting Power of Attorney at the same time will ensure someone you know can deal with your affairs if you lose capacity.

Tip: plan while you are healthy

Even a person appointed under a Lasting Power of Attorney has very limited options to conduct estate planning on your behalf. So it’s doubly important to make sure that your planning is done while you are in good health.

Peter Brennan

Peter Brennan


Chartered Financial Planner

Peter has been helping clients since 1980. He specialises in all aspects of private client work including managing personal and family wealth, helping trustees measure and achieve investment objectives, tax planning, managing life’s risks and complementing advice from legal and accounting professionals. Peter has an impressive portfolio of professional qualifications. He was among the first to be granted the title Chartered Financial Planner, is an Associate of the Personal Finance Society, an Associate of the Chartered Insurance Institute and a full member of the Society of Trust and Estate Practitioners: Peter has a simple maxim: “you can only arrive at the correct answer by listening more than speaking” and is a firm believer in keeping solutions simple, timely and to the point. Peter is married and has four children. Outside the office he enjoys golf and walking.

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FAQs: Lasting Power of Attorney
FAQs: Lasting Power of Attorney

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