Letters Of Wishes - Not Legally Binding, But Very Useful - JC Independent Wills And Probate

Written by Jan Rosser in Long Term Planning on 10 Sep 2020 | Views: 37

Letters Of Wishes - Not Legally Binding, But Very Useful - JC Independent Wills And Probate

Sometimes they're called Letters of Wishes, Side Letters or Expression of Wishes. 

Whatever you call them, they're not legally binding, but can serve a very useful purpose.

A Letter of Wishes is something to consider creating when you have your Will drawn up. Your Will includes matters which you intend to be legally binding, and to review your Will and make changes to it, may incur costs.

It's really important that your wishes are clear when discussing this option

If you include your intentions about specific pieces of jewellery in your Letter of Wishes, you may in the future wish to change the details, or add pieces of jewellery which you acquire over the years. It's really important that your wishes are clear. If you can identify a specific item of jewellery really clearly, naming the colour of the stone, and any engraving, and then the full name of the person you wish to give it to as well as their current address, that is what makes a good Letter of Wishes.

It would not be normal to include gifts of money in a Letter of Wishes. It is more usual to deal with jewellery, antiques or items of sentimental value. Things that may change over the years, either because you give things away in your lifetime and no longer need to include them in the Letter of Wishes, or because you receive more items over the years, and want to give guidance about who should receive these new items.

Your Letter of Wishes is a completely separate document from your Will. It should be kept with your original Will, but never stapled or even paper clipped to your Will.

The beauty of a Letter of Wishes is that it can be changed from time to time without reference to a professional

Some people take the view that if you have particularly valuable items, such as original artwork, you may not wish to include these as specific legacies in your Will, as it alerts the Revenue of your valuable items, which may be taxable. In theory, the value of these items must be declared, whether they are included in your Will or not, but the specifying of them in your Will, makes them clear for all to see, assuming that a Grant of Probate is required.

The beauty of a Letter of Wishes is that it can be changed from time to time, by you, without reference to a professional. At JC Independent Wills & Probate, we encourage our clients to provide us with their updated Letters of Wishes, as and when they make changes. We are happy to ensure the latest Letter of Wishes is always stored professionally with the original Will, without further charge.

The thing to remember about Letters of Wishes, is that they are not legally binding. If you are happy that the people you are leaving in charge of your estate, your executors, will follow the guidance you provide, then that may be a very flexible and appropriate way for you to deal with some items. If you need your wishes to be legally binding, then include them in your Will.

If you'd like a chat, call Jane at JC Independent Wills & Probate on 01727 840 240.

Details about this and many other issues can be found on the website.





Support Reviewspot by browsing the products below


Like this post? Share it with your friends

Related Articles

CLARITY -An all natural voice spray

Clarity Voice Spray

Available in great tasting Elderberry or Honey and Lemon flavours.

Directions for use:

Shake before use. Spray into mouth. Use as often as required... Suitable for vegetarian use.


Water, Glycerine, Aloe Vera, Flavour of choice (Elderberry Juice or Honey* Lemon juice)

Rose Cider Vinegar* and natural flavours* (extracts of liquorice, ginger, sage, thyme, rosehip, elderflower)

*organic ingredients used.

Made in the UK.

Give your voice clarity

Available to buy from Amazon in flavours Elderberry and Honey and Lemon


Our goal is to provide our singing community with quality products and resources to help get the most from their singing.

Over 215 FREE videos too, including singing lessons, scales, breathing exercises etc.

Subscribe below


Three uplifting and spellbinding escapist historical romances.

Available on Kindle to buy from Amazon

Quizspot, a world of quizzes at your fingertips!

Why not test your knowledge and have

some fun at the same time?

Click here to go to website.

Creative Writing Student Handbook - Margaret James

Amazon review: a wonderful book, full of practical, useful tips.

If you're thinking about doing some creative writing this winter,

our 5* handbook will inspire you and give you confidence.

Available to buy from Amazon

The Final Reckoning

The Final Reckoning is an atmospheric, twisty thriller set in the peaceful (or maybe not so peaceful) Herefordshire countryside.

When Lindsay Ellis was a teenager,  he stumbled across the dead body of her boyfriend Simon’s father, who had been battered to death.

Someone in the village knows who murdered Simon's father, and why.

Does the actual killer suspect Lindsay also knows the identity of the murderer, and is Lindsay now in great danger, too?

Available to buy from Amazon