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Electronic Wills - It's time to leave 1837 behindTop 10 Legacy Planning MythsWhy do I need a Will?
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Legitimate interest and your dataBradfield CollegeBrentwood SchoolCranbrook SchoolDowne House SchoolEwell Castle School Hymers CollegeRavenscroft College (Demo)YHASPBSchool partner questionsGifts in WillsInheritance tax guidanceYHA Gifts
Will Guidance Transcripts
Do you live in England or Wales?Are you legally Married or have a Civil Partner?Your ExecutorsDo you have any children?Do you want to appoint a guardian?Do you have any pets?Do you own a property?Do you want to provide ‘life interest’ to your legal partner?Gifts and BequestsLeaving a BequestThe remainder; your residuary estateHave you excluded anyone?

My Planning Tools

My Planning Tools

My Planning Tools is where you will find practical calculators, checklists and guides to help you plan with confidence. Rather than general guidance, each tool is designed to help you take a specific, practical step in your legacy planning, whether that is understanding a tax liability, researching a charity to support, or knowing which documents your executor will need.

The section will keep growing over time as new tools are added.

What's available now

  • Explore Inheritance Tax: see if your estate could face Inheritance Tax, and how a charitable gift could help reduce it. Opens the Inheritance Tax Calculator.
  • Research Charitable Giving: explore charities by cause and see the real-world impact a gift in your Will could make.

What's coming soon

  • Key Documents Checklist: a checklist of the key documents your executor will need, and why each one matters for probate.
  • The Role of an Executor: understand what an executor does, how to choose the right one, and whether you also need a digital executor.
  • Step-by-step Setup Guides: guided walkthroughs for setting up each part of your legacy plan.

These tools are currently marked Coming Soon and will become available as they are released.

Why it matters

Legacy planning can feel abstract until you are faced with a specific decision: how much tax your estate might pay, which charity to support, or what your executor actually needs to do. My Planning Tools exists to make those decisions concrete and manageable, one practical tool at a time.



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