AAA Display options

The new force combining Age Concern Wales logo & Help the Aged in Wales logo

Making a Will

older asian man smiling

There are many good reasons to make a Will, not least the peace of mind gained from knowing that your possessions will be distributed as you wish.

Writing a Will that accurately reflects your wishes, while at the same time saving unnecessary taxes going to the government, is not easy. It requires an extensive knowledge of an ever-changing taxation system, and of the laws that apply to estates.

A worry-free future

Having worked hard to earn a living and to gather around you the things you enjoy, you will want them to be appreciated by those to whom you leave them. Writing a Will enables you to plan what will happen to your money and possessions (your estate), so you can live the rest of your life without worrying about the future.

Your Will is a good way of letting people know whether you would prefer to be buried or cremated and the type of funeral service and music you would like at your funeral.

Dying without a Will

Dying intestate (not leaving a Will) would cause those who will have to deal with your affairs a lot of problems, because they may not be sure of how you want your estate distributed after your death. They will be obliged by law to deal with the estate and distribute it in a particular way, which may not be what you would have chosen.

Disputes over Wills can drive families apart and may need a lawyer to resolve them. Leaving a Will removes any doubt about to whom you want to leave your money and property.

If you do not take professional advice about how best to plan your financial affairs before your death, and leave a properly drafted will, it is possible that some of your estate will go to the Government in unnecessary tax, especially Inheritance Tax.

Making a valid Will

Certain requirements must be met for a Will to be valid:

  • it must be in writing
  • it must be signed and witnessed
  • you must be over 18 when you make it
  • you must have the mental capacity to make the will and understand the effect it will have
  • you must not have made it as a result of pressure from someone else.
     

The beginning of the Will should state that this will revokes all others. If you have an earlier will it should be destroyed.

Seeking legal advice

Unless your Will is going to be very simple it is advisable to consult a solicitor, especially if you intend to leave significant sums to people other than those who might expect to inherit, eg husband, wife or children; or if you own foreign property or your own business. A solicitor may be prepared to visit you in your own home, care home or hospital. The cost of making a Will varies according to its complexity. Ask at the outset what the cost will be. The Citizens Advice Bureau (CAB) (see 'Useful website') should be able to provide a list of local solicitors.

opens link in new window  FS7 Making a Will - April 2012 (PDF 184 KB)

opens link in new window  FS22 Arranging for someone to make decisions about your finance or welfare - January 2012 (PDF 335KB)

opens link in new window  FS72 Advance decisions, advance statements and living wills - November 2011 (PDF 180KB)

 

Your Age Cymru

Set your location to see what Age Cymru offers in your local area.

Age UK Advice:
0800 169 6565

Useful website

  • Citizens Advice Bureau (CAB) is a national network of free advice centres. Your local CAB can provide information on solicitors in your area.

 

Useful information to download

Help with downloads

Downloads

What is a download?

A download is a document (like a research report, a leaflet, or an application form) that can be transferred from our website to your computer. You can download a file, view it on your screen, print it, or save it to your computer.

What is a PDF?

PDF stands for ‘portable document format’.

Most downloads on this website are PDFs. We use this format to ensure that the document looks the same on everyone’s computer (website pages, by contrast, appear differently depending on how people have got their computer set up).

How do I download a PDF?

Computers use a program called Adobe Acrobat Reader to download PDFs. If you try clicking on a link to download a PDF and it doesn’t work, you will need to install Adobe Acrobat Reader onto your computer.

How do I install Adobe Acrobat Reader?

The process is quite straightforward and is free.

  1. Go to opens link in new window http://get.adobe.com/uk/reader/
  2. Click ‘Download’.
  3. Wait for the window to offer you the option to ‘Run’, then choose this option.
  4. Click ‘Next’.
  5. Click ‘Install’
  6. Wait for the window to offer you the option to ‘Finish’, then choose this option.

How do I change a download?

PDFs cannot be changed. If you need to be able to type into a downloaded document (for example, if we are offering a letter template that you need to put your name on) we will provide it as a Microsoft Word document rather than a PDF. You can then download it, type into it and save it to your computer.

How do I print or save a download?

Downloads will open on your computer in a new browser window.

Inside this window (below all your web browser menus), there will be a toolbar with options for you to print or save the document.

Close the browser window to return to the Age UK website.

Can my screen reader read PDF downloads?

We have made every effort to make our PDFs accessible to screen readers. Here is an overview of your accessibility options available in Acrobat Reader. Please ensure that you have downloaded the latest version of Acrobat Reader from the Adobe Reader website to ensure that they are included in your version of the programme.

You can use Adobe Reader to read a PDF out loud with the following shortcut keys:

  • Read the document: Shift +Ctrl+Y
  • Read the open page only: Shift +Ctrl+V
  • Read to the end of the document: Shift+Ctrl+B
  • Pause: Shift+Ctrl+C
  • Stop Shift+Ctrl+E


You can also convert a PDF into a web page by following these steps:

  • Copy the URL (web address) of the document (right-click on the link and select ‘Save target as’ or ‘Copy link’).
  • Open the Adobe online conversion tool in your browser and paste the URL into the URL box.
  • Tick the HTML box on the Format option and click ‘Convert’.


You can convert a PDF document into a text file for use with other software and hardware such as Braille printers by opening the PDF and choosing ‘Save as text’ from the File menu.

 
Close window
Display options

Set the appearance of this website so you can read it more easily

Text size

Background/foreground


To see information relating to England, Northern Ireland or Scotland set your preference below: