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Your Future,

Our Priority.

Peace of mind begins with a well written will, trust in Asset Harbour to make sure your wishes are honoured.

Services

Your Future,

Our Priority.

Peace of mind begins with a well written will, trust in Asset Harbour to make sure your wishes are honoured.

Services

What happens

if you pass

without a will?

If you don’t have a will when you pass, your estate will be shared in accordance with the law, rather than your wishes.

This can mean your estate passes to someone you hadn’t intended – or that someone you want to pass things on to ends up with nothing.

What happens

if you pass

without a will?


If you don’t have a will when you pass, your estate will be shared in accordance with the law, rather than your wishes.

This can mean your estate passes to someone you hadn’t intended – or that someone you want to pass things on to ends up with nothing.

61%

Percentage of those in the UK without a will in place

6010

Unclaimed estates that will pass back to the Crown

£6.8b

Total paid in inheritance tax in 2023/24

Ensure your wishes are carried out.

Drafting a will ensures that your desires are honored and your valuable assets are distributed to the individuals of your choosing.


There were a total number of 485 unclaimed estates in 2023/24.

This means these people did not leave Wills stating beneficiaries and no immediate family has been found or come forward so far. Assets essentially sit there and will eventually pass to the Crown.

Our Services

How it works.

Consultation

Starting with a simple consultation with you to discuss your estate, its value, and what you are looking to achieve from having a will or Lasting Power of Attorney drafted.

Tailored Advice

During the consultation, we will provide tailored advice to ensure your family and estate are protected efficiently.

Document Delivery

A draft copy of the documents is then sent to you to review and once approved, the original documents are professionally printed, bound, and posted out to you for signing.

Safe Keeping

Once the documents have been signed, you can either find a safe place to store them, or alternatively take advantage of our professional document storage service.

About Us

At Asset Harbour, we understand that everyone’s circumstances are unique to them, which is why we do not offer a one size fits all service.

clients
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"Wills are usually not something you look forward to and can be quite tricky when you get to do one. Freya made it seem easy and hassle free. The courteous follow ups after the initial session were helpful. A good experience and I would highly recommend Asset Harbour."

quotes2Artboard 2

"Wills are usually not something you look forward to and can be quite tricky when you get to do one. Freya made it seem easy and hassle free. The courteous follow ups after the initial session were helpful. A good experience and I would highly recommend Asset Harbour."

News.

A child is playing with wooden dinosaurs on a table.
30 Apr, 2024
If you have minor children, a guardianship appointment is one of the most important clauses to be put within your Will. A guardianship appointment will state you would look after your minor children if you were to pass away. If there is no guardianship appointment made, there is a strong possibility that the children would be placed in temporary foster care while local authorities decide who would be the best people to look after them. When deciding who to nominate as guardians, it is important to consider the following: Would they be able to look after your children Do they have the space Are their beliefs/values similar to yours Their location and would the children need to move A guardianship appointment can only be made by a person who has parental responsibility, this can be a confusing area, so this will be discussed during your initial consultation and advice around this area would be provided.
A red , green , and black toy house are sitting on a table.
30 Apr, 2024
Inheritance tax is tax that must be paid on someone’s passing if their estate is over their given allowance(s). If you’re married it is only taxed on the second persons passing, as any assets passed from spouse to spouse is exempt. There are two allowances that can be given. Nil Rate Band (NRB) £325,000 Residential Nil Rate Band (RNRB) £175,000 In theory most people will have an £500,000 allowance which is the combined NRB and RNRB; if you’re married this is transferable and combines to £1,000,000. Allowances are not a guarantee, and you must match certain criteria to use your Nil Rate Band and qualify for your Residential Nil Rate Band. There are also reliefs available, and this is something we would delve into with you in our initial meeting. Inheritance Tax is an important part of Estate Planning and is usually the first subject we broach with a client. This gives us a better understanding of what asset values you hold within your estate; this ensures we are advising correctly.
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