Berkshire IFA logo

Berkshire IFA

Hi! Let us know how we can help and we’ll respond shortly.

All information is treated confidentially and will never be shared without written permission. Please see our privacy policy.

About Wills and Trusts

What is a Will Trust, what types are there and how can it help you?

Fully independent expertise
We are independent and offer advice on Trusts, Tax-planning and guidance on talking to your family. We’ll work with you to make a plan to ensure your wealth fulfils your wishes for years to come.
Your interests come first
Our philosophy is borne out of many years’ experience working in a professional practice environment. Our existing clients would confirm our ongoing commitment to this philosophy.
We are highly qualified
Continual professional development is an expectation all of our team place upon themselves regardless of how qualified they already are, not just as a requirement for qualified advisers.
Trust is core to our service
Our clients have told us that trust is absolutely essential for them, therefore we hold ourselves to this value and only ever act in our clients’ interest.
Integrity and transparency
We are committed to always explaining our fees and our regulatory obligations before any work is carried out.

What happens if a person dies without a Will?

A person who dies without a Will is said to have perished ‘intestate’. Therefore, their assets must be distributed according to the laws of intestacy, regardless of whether this is what they would have desired. Remember that the intestacy rules may not align with your preferences. If you have dependent children, the court will appoint a Conservator in the interim. Again, this person may not be the one you would choose to care for your children after you pass away, which is why it is so crucial to create a Will.

In addition, a person who dies intestate may not take full advantage of the inheritance tax spousal exemption. The exemption applies when you transfer your estate to a spouse or civil partner; without a Will, other relatives may be entitled to some of your assets, meaning that those legacies would not be exempt and inheritance tax could be owed if they exceeded your negligible rate band.

Find Us

  • Winnersh Office

    220 Wharfedale Rd, Winnersh, Wokingham RG41 5TP Winnersh Wokingham RG41 5TP United Kingdom

    0 mi


  • Wokingham Office

    Albany House, 14 Shute End, Wokingham RG40 1BJ Wokingham RG40 1BJ United Kingdom

    0 mi


  • Newbury Office

    20 Oxford St, Newbury RG14 1JB Newbury RG14 1JB United Kingdom

    0 mi