CLARE DATTA

 

Clare is a member of the Society of Will Writers. She has a 2:1 BA Hons in Theology from the University of Exeter and qualified as a Solicitor in 2005.

Clare’s experience equips her to provide sound advice upon how to avoid challenges to your will. She has worked in both Family Law firms and on the

in-house legal team at Arcelor Mittal (the largest steel company in the world).

 

Clare is married with 4 children and lives in Whitchurch. She is active in the local community, having been Chair of Governors at Whitchurch Church of England Primary School for a number of years.

 

After caring full time for her infirm Mother she has first hand experience of the critical importance of Powers of Attorney and their registration and having a sensibly drafted Will. It was in fact the death of her Mother that inspired her to start Whitchurch Wills.

 

All members of the Society of Will Writers are required to go through stringent vetting procedures and training. Anyone can call themselves a Will writer but only a professional can ensure your Will is properly drafted and executed. Homemade and badly drafted Wills can have disastrous and unintended consequences. All members of the Society of Will Writers need to undergo continuing professional development of 16 hours per year.

 

The Truth about Wills, Trusts and Estate Planning

 

The most common Will in the UK for a typical family, normally leaves everything to the surviving spouse and then onto the children. For most people this is a terrible Will. The basic principle behind making a Will is to ensure that the right money goes to the right people at the right time. However, without undertaking true Estate Planning, there is no guarantee that this money will stay with our beneficiaries.

There are lots of unforeseen eventualities which could take our wealth away from our loved ones. Inheritances can be lost if your beneficiaries get divorced, go bankrupt or need long term care. HMRC can also sometimes end up as the most significant beneficiary of your Estate with Inheritance Tax currently charged at 40%.

 

Estate planning has two levels, firstly it is about protecting your wealth whilst you are still alive and secondly, it is then about ensuring when the time comes, your estate passes to the people of your choice and continues to stay with them and not be eroded away by outside factors.

It can be an emotional and difficult conversation to have, however, Whitchurch Wills can explain this complex area of law in an easy to understand way to make sure your estate is left in the best possible way. Taking action now to organise your affairs and protect your family’s assets is always the better option that leaving things until it is too late.

 

Generally, clients’ main worries when it comes to estate planning are:-

1. How can I protect my wealth being eroded by long term care fees?

2. How can I reduce the Inheritance Tax Liability on my estate?

3. How do I make sure that my assets and wealth get passed to my beneficiaries and stay there?

 

WHAT I DO NOT DO

 

I do not act as a solicitor in the course of this business. My company is not regulated by the Solicitors’ Regulation Authority and I do not undertake activities which are reserved to solicitors, such as obtaining grants of probate or dealing with the administration of deceased persons’ estates. I do not draft complex trust documentation.

 

m 07810 455 581   |   t 01256 896 336   |   e claredatta@whitchurchwills.co.uk

36 Hillside, Whitchurch, Hampshire, RG28 7SN

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