Wills at Work
Nobody likes to imagine how life events could affect their ability to manage their affairs day to day, let alone the future without a loved one. With so many companies offering so many different options, it’s no wonder that people routinely put off making a will or a lasting power of attorney (LPA). That’s why we’ve developed Wills at Work, a dedicated will and LPA drafting service for employees that’s tailored to your company’s existing benefits package.
Key contact
David King
Partner (TEP)
As head of Wills at Work, I am here to support you in the delivery of our service to your employees as part of your employee benefits programme. I will work with you to create a bespoke service and ensure that it aligns with your company’s other employee benefits.
Meet the team
Our experience
If you choose our Wills at Work service for your employees, you can rest assured knowing that they’ll receive the full expertise of our Private Client team. People are our focus – we get to know what’s important to our clients, helping them to protect not just themselves but also their family and their loved ones.
We understand how HR professionals like to work, so we collaborate with you to maximise employee engagement at every turn. We ensure that you can emphasise the financial wellbeing culture of your company, minimise distress in the event of loss of capacity or death, and expand your benefits provision with additional important legal services.
Our clients
We know that each benefit scheme is unique, so we tailor Wills at Work to meet your requirements. We train your HR professionals to promote the offering to employees and provide them with the marketing materials they need, from printed resources like leaflets and posters to digital materials, including podcasts and webinars. We also provide educational opportunities for staff at benefit fairs and events, or at your premises with breakout sessions and lunchtime drop-ins.
Wills at Work has been rolled out as part of benefit schemes across the UK and internationally, and we work with companies to give both the companies and their employees certainty and security.
For employers
We help HR teams to maximise employee engagement at every turn, allowing you to emphasise the financial wellbeing culture of your company, minimise distress in the event of loss of capacity or death, and expand your excellent benefits provision with additional important legal services.
An agreed fee is charged per employee that takes up the scheme, with no hidden fees or additional charges. This can be incorporated into any existing benefit scheme or platform. Watch our video for employers here.
For employees
Depending on an employee’s individual circumstances, we offer a Basic or Plus service in connection with the drafting of your wills. An employee may need our Plus service if they have more complex arrangements, such as owning assets outside of England or Wales, or if they have children from a previous relationship.
We offer services in connection with the drafting of both Health and Welfare and Property and Financial LPAs.
If an employee chooses our Plus service in connection with the drafting of their will, we also provide a review of their inheritance tax position and a longer consultation. Watch our video for employees here.
Services from our Private Client team
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