Joining us in the booth this week is Deborah a practicing Solicitor in England and Wales with over 27 years legal experience, a Certified EU-GDPR Practitioner and a certified Will writer.

In this episode we discuss:

- Why it’s essential that you have a Will

- How to write a tax efficient Will

- What happens to your assets if you don’t have a Will

- The different roles outlined within a Will

- An overview of how trusts work and much more!

🔗 Connect with Deborah:

Website: https://deborahbowerswillwritingservices.com

Youtube: https://www.youtube.com/@deborahbowers

📚 Grab a copy of Deborah's book

How to write a Tax Efficient Will: https://amzn.to/4dBnuUM

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TIMESTAMPS

00:00 - Preview

00:52 - Intro

01:25 - Meet Solicitor and Will Writer Deborah Bowers

02:40 - Growing up in St Lucia

05:51 - Working as a crown prosecutor for 9 years 

11:37 - Why I started writing wills for people 

17:27 - You can put assets in your will that are not yours yet

20:33 - How to save up to 40% inheritance tax!

30:01 - What’s a Will and why you NEED it?

34:05 - The different ROLES in a Will

38:31 - How a will can make you more tax efficient 

46:05 - Horror stories about Wills to avoid!

47:39 - Can someone write a will on your behalf? 

50:39 - Steps to getting will created today

56:22 - When should you update your will? 

57:32 - The different type of trusts? and why you need one!

01:04:36 - How to write a tax efficient will book 

01:08:21 - Final words

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