5 Life Events That Mean It’s Time to Update Your Will

Your home is often your most valuable asset, and changes to property ownership should always trigger a Will review. If you’ve moved house, downsized, or purchased an investment property, your Will should reflect how you want those assets dealt with and who should inherit them.

Getting married or entering a civil partnership automatically cancels any previous Will unless it was written ‘in contemplation of marriage’. Likewise, a separation or divorce can alter who should inherit or act as executor. Updating your Will ensures it reflects your current relationship and protects those closest to you.

Welcoming a new child or grandchild is a joyful time, but it’s also when you should think about guardianship and inheritance. Your Will allows you to name guardians for under-18s and decide how assets will support them as they grow up.

If your financial situation has changed significantly, through inheritance, a business sale, or retirement, your Will should be updated to reflect those assets. A solicitor can also advise on tax-efficient ways to pass on wealth and support family members responsibly.

Life changes can be difficult, and losing a loved one often means your Will no longer works as intended. If an executor or beneficiary has passed away, your Will should be revised so that someone else is legally appointed to act or receive their share.

We recommend checking your Will every 3 to 5 years, even if nothing major has changed. Regular reviews keep your affairs organised and give real reassurance that your wishes are still valid under current law.

At Symes Bains Broomer, we make updating your Will simple and straightforward. Our fixed-fee service includes a review meeting, professional amendments, and clear advice tailored to your circumstances. Thomas Jordan and our Wills & Probate team are ready to help you start the new year with confidence.