Will Service

PEACE OF MIND FOR YOUR FAMILY

Making a will is one of the simplest and most important pieces of financial planning you can do. Our will service makes the process straightforward, affordable and properly aligned with the rest of your financial plan.

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Scope

We can help you with

Will drafting service Estate planning guidance Inheritance tax planning Guardianship provisions Executor guidance Regular will reviews

What we do

Guide you through what your will needs to cover.
Connect you with qualified professionals to draft and execute it.
Review how your pensions and life policies interact with your estate.
Explain inheritance tax thresholds and planning options.
Prompt you to review your will after major life events.

Let's Talk

Why book a will service?

If you die without a will in Ireland, the law — not you — decides who inherits, which can cause real hardship and delay for the people you leave behind. A will puts you in control and can significantly reduce stress and cost for your family.

Estate planning also interacts with your pensions, life cover and savings. Because we see the full picture, we can help make sure everything works together tax-efficiently.

Good to know

Will Service FAQs

Do I really need a will?+

If you have children, property, savings or a partner you're not married to, a will is essential to make sure your wishes are followed.

What happens if I die without one?+

Your estate is divided according to intestacy rules, which may not reflect your wishes — and the process is usually slower and more stressful for your family.

How often should I update my will?+

Review it after major life events — marriage, children, buying property, separation — or every few years as a matter of course.

What about inheritance tax?+

Beneficiaries may face Capital Acquisitions Tax above certain thresholds. Good planning, including life cover under Section 72, can reduce the impact.

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Warning: The value of your investment may go down as well as up.

Warning: If you invest in these products you may lose some or all of the money you invest.

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