Life moves fast, and so do your circumstances. Yet many people only think about their will when it’s too late. Incorporating a simple review rhythm into your financial planning helps ensure your wishes remain aligned with your goals and that your loved ones are protected.
At Broadbench, we’ve partnered with Kinherit, one of the UK’s leading wills and trusts providers, to make reviewing your will simple, timely, and effective.
Why a Will Review Matters
An inaccurate or outdated will often only become a problem after someone has passed away. A timely review catches issues early, ensures your will reflects your current circumstances, and can prevent confusion or disputes down the line.
Both The Law Society and the UK Government recommend reviewing your will every five years, or sooner if you experience a major life change.
6 Reasons Why Your Will May Need a Review
- Life events
Marriage, civil partnership, divorce, bereavement, or the arrival of children can all change the purpose and instructions of your Will. Family harmony is an important consideration when updating your wishes. - Changes in law and tax
Legal frameworks and tax rules evolve. Language that was suitable years ago may no longer meet today’s requirements or fully protect your estate. - Shifts in finances and assets
Business interests, new accounts, gifts, and inheritances all impact how your estate is structured. A review ensures your Will reflects your current financial position. - Property ownership or tenancy updates
Buying, selling, or changing property arrangements can alter how your assets are distributed. Keeping your Will up to date ensures clarity. - Review of trusted roles
Executors, trustees, or guardians may need to be updated if circumstances or relationships change. - Prevent disputes
Clear, current instructions reduce the risk of family disagreements or costly legal challenges later.
Kinherit’s experience shows that many clients either don’t have a will or have one that is out of date or poorly drafted. A review can prevent unnecessary stress and safeguard your family’s future.
Take Action Now
You can prevent yourself and your loved ones from suffering unnecessary harm by taking advantage of Kinherit’s Will Review Service today. Incorporating a regular review into your financial planning ensures your will always reflects your life, your goals, and the law.
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