Private Client Services
Wills
Who needs to make a Will? You may feel that you don't need a legal document to ensure that your property and assets are fairly divided and passed to your family. In these
days of wider property ownership, shareholdings, divorce and extended families, everyone would be well advised to have a Will drawn up to ensure their intentions for their
beneficiaries are carried out. Although strict rules apply to the drafting of a Will, it is a fairly straightforward process.
After a free initial interview with one of our advisers, we will help you decide the best course of action and the likely costs.
Taking professional advice makes sense, when the cost of doing nothing is so high.
Trusts
We have a wealth of experience in setting up and running all types of Trusts.
A consultation with one of our specialists can help you to protect your assets,
provide for beneficiaries and mitigate tax liabilities
Inheritance and Planning
There was a time when only a few people needed to concern themselves with Inheritance Tax Planning. But with rapidly rising house prices, this largely avoidable tax is
affecting more people than ever. Correctly handled this tax can be lessened or wholly avoided.
Inheritance Tax becomes payable when the value of a person's estate exceeds the Inheritance Tax limit, this is currently just over £325,000. For a married couple or
civil partners there is a possibility of this being as much as £650,000. Taking professional advice makes sense, when the cost of doing nothing is so high.
Probate and Estate Administration
Dealing with difficult bureaucracies at a time of bereavement can be a very stressful experience. Our Probate and Estate Administration services are staffed by highly skilled, sympathetic professionals, trained to handle all the legalities involved in apportioning assets in accordance with the wishes of the deceased. Where the asset value is small and a Will has been properly drawn up, this is a relatively simple exercise. In the case of larger estates, however, matters can take more time to complete. Our specialists will be able to advise you on every aspect of Probate and Estate Administration.
Elderly Affairs
As life expectancy increases, many of us will reach an age where we no longer wish to be burdened with the day to day management of our financial affairs; perhaps through infirmity, or simply a desire to spend more time on leisure. Our specialists have all the experience and expertise to help you choose the most beneficial options available to you.
Office of the Public Guardian and Court of Protection
In the event that a person becomes incapable of managing their financial affairs, and has not made an Enduring Power of Attorney or a Lasting Power of Attorney, we can assist by applying to the Office of the Public Guardian. The Court of Protection will appoint a Deputy and nominate a close friend or relative, or professional person, to protect and administer the client's assets to the client's benefit.
Taxation
In addition to our specialist services in regard to Estate Management, Trusts and Inheritance Tax Planning, we also assist our clients in the completion and filing of annal Income Tax Returns. We will gladly undertake this tedious task for a small fixed fee.
