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

DIY WILLS

• 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

STATE TRUSTEES

• 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

OTHER LAWYERS

• 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