Companies offering their staff Will writing as an employee benefit show they care not only about the staff member, but their whole family.

Having Will writing as an employee benefit:

  • Gives the whole family protection, not just the employee
  • Ensures expression of wish for superannuation is current
  • Employees are advised, rather than sold to
  • Recommended by HR, so peace of mind for the employee that the company is reputable
  • Employee can take up benefit anytime throughout the year
  • Enables employers to offer their staff extra perks and services at little or no extra cost to the company

Why use James McKenzie

  • Marketing communications and client booking service provided by James McKenzie, ensuring HR’s work load for the promotion of the benefit is kept to a minimum
  • Educational seminars and road shows offered to employees
  • Professional & efficient service with employees met at their offices or homes
  • Inheritance Tax advice offered to all clients where appropriate with UK assets
  • Advice given on all potential scenarios so the will is as future proofed as possible
  • James McKenzie do not act as Executors, potentially saving family members unnecessary legal fees after death

What are the alternatives

  • No advice given causing more problems than not having a Will
  • Solicitors make more money out of correcting badly written Wills than writing Wills themselves
  • Many go un-opened – packs are bought and shelved without being looked at
  • Uncertainty as to whether they will do what they need to
  • Will try to appoint themselves as executors
  • Significant fees after death
  • Often hold the Will hoping your executors will use them and charge a fee
  • Charges often vary depending on number of clauses, time spent, numbers of drafts prepared, etc
  • Normally appoint themselves as Executors
  • Often not specifically trained in Will writing as they cover many areas of law