With decades of experience, Clearpath Wills provides a personal and professional service to the Bicester area 7 days a week.
Clearpath Wills, founded in Banbury and created to continue a legacy of highly trusted, reputable Estate Planning services. We started out with a clear goal – to provide a personal, trustworthy service for the Bicester and Oxfordshire area at a fair price. All without compromising on quality or professionalism.
We benefit from decades of Estate Planning within our team of lawyers, drawing advice from some of the leading local professionals and solicitors in Oxfordshire. We deliver top quality customer service with the professionalism you need to feel confident in the security of your estate. Our services all have a personal touch as we encourage all of our clients to meet to discuss their needs. We can facilitate at your Bicester home, in-office, phone, or Zoom conversations depending on the needs of each individual.
We offer a wide range of legal financial estate planning services. Serving Bicester, we have our own offices but offer a home visit service for a more personable experience. We are also able to work remotely for those clients who would prefer this.
Our team benefits from legal qualifications, experience, and reputable advisors.
Your information is safe with us, and we promise to treat all clients with respect & sensitivity.
Our prices offer excellent value without compromising on the quality.
We know estate planning can be a sensitive and intimidating process. We’re here to help and ensure you can be confident that your assets will be handled appropriately both now and for your loved ones future.
Certainly, we can assist in reducing your inheritance tax through various methods, including will writing and establishing trusts. By evaluating your financial situation, property, and family circumstances, we create a plan that addresses your concerns about children, spouse, and other beneficiaries. Our approach focuses on simplifying the process, offering you comfort and control over your estate’s future. This ensures that your decisions are honoured, and your estate is managed efficiently to minimise tax implications.
To ensure the validity of a will, it must adhere to the following criteria:
Estate planning involves preparing a document to manage the distribution of property and inheritance after death. It includes important tasks such as appointing an executor, setting up guardianship for dependents, and often involves a lawyer. The aim is to ensure one’s legacy and wealth is protected or distributed as desired.
It’s recommended to review your will every three to five years or after significant life events like marriage, divorce, birth of a child, or a change in financial circumstances. Regular reviews ensure that your will reflects your current wishes and circumstances.
Initial Contact and Consultation: The first step is to make an enquiry with us. We will then arrange a call for a detailed discussion. You can then choose between a home visit or a video call, based on your preference.
Drafting and Review: After the initial consultation, receive the first draft of your will via email within a week. After you have reviewed this draft you may suggest any edits or changes you require.
Finalisation and Signing: Once you are satisfied with the draft, we will finalise your will. All that’s let now is to sign the document in the presence of two witnesses to make it legally binding.
