Hertfordshire

Wills and Estate Planning in Hertfordshire

Wills, trusts and estate planning for families across Hertfordshire, from St Albans to Stevenage.

Prepared by BestQuote

Steve Tappin prepares your documents

Reviewed by Patron Law

Approved by an SRA-regulated law firm

Fee agreed in writing

You know the cost before any work starts

Hertfordshire homes are often high in value, so estates can approach or exceed the thresholds for inheritance tax. That makes a clear plan more valuable, starting with an up-to-date will and lasting powers of attorney.

We explain the options, including trusts, in plain English, and prepare your documents with you.

Wills and estate planning in Hertfordshire

If your home is your biggest asset, its value may bring your estate into the range where inheritance tax matters. The rules change over time and depend on your circumstances, so we explain how they work in general terms and suggest you take advice from a qualified tax adviser on your own position. We do not promise that any arrangement will reduce the tax payable.

Families in Hertfordshire often have complex arrangements, for example children from more than one relationship, family members abroad, or a business. A will can address these, and in some cases a trust may help, but it is important to set them up carefully. We also recommend lasting powers of attorney for everyone, since they let a person you trust act for you if you cannot, without the need for a court application.

How it works

  1. Initial conversation

    We talk about your family, your home and what you want to achieve.

  2. Fee confirmed in writing

    We confirm the work and the fee in writing before we start.

  3. Documents prepared

    Steve Tappin prepares your documents based on what you have told us.

  4. Review and approval

    Patron Law reviews and approves the documents.

  5. Signing

    We explain how to sign and witness your documents correctly, so they are valid.

  6. Registration and safe keeping

    Lasting powers of attorney are registered, and we explain where to keep your documents safe.

For the full guide, see our Wills & Estate Planning page.

Frequently asked questions

Will I have to pay inheritance tax on my Hertfordshire home?

It depends on the total value of your estate, your allowances and the rules at the time. A qualified tax adviser can look at your position, and we explain the general rules.

What if a family member lives abroad?

A will can still deal with this, but there may be extra points, such as executors who live overseas. Tell us about your family and we can explain what to think about.

Is this regulated by the Financial Conduct Authority?

No. Writing wills and estate planning are not regulated by the FCA. Your mortgage advice from BestQuote is a separate service, and having one does not depend on the other.

Who reviews my documents?

Patron Law Ltd, a law firm regulated by the Solicitors Regulation Authority, reviews and approves the documents prepared by Steve Tappin. You can check Patron Law on the SRA register at sra.org.uk.

Important information

  • Writing wills and estate planning are not regulated by the Financial Conduct Authority.
  • Patron Law Ltd is authorised and regulated by the Solicitors Regulation Authority (SRA number 633376). BestQuote Group Ltd is not a law firm.
  • The information on this page is general and is not tax advice. Tax treatment depends on your individual circumstances and may change.
  • Trusts and inheritance tax planning can be complex. We do not promise that any arrangement will reduce the tax payable on your estate.

The information on this page is general and is not advice. Advice depends on your personal circumstances.

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