What do we do?
We will provide clear, practical, expert and qualified advice.
We strive to build up a connection with our clients through our friendly, sympathetic and confidential manner.
Whether you are at work or in business, raising a family, looking
forward to granchildren or enjoying a well earned retirement, we can help you to plan a more secure future.
Making a Will
These are just some of the reasons why you should make a Will.
You will be able to:
- make your intentions clear
- choose someone that you trust to administer your estate
- appoint guardians for your children if they are minors
- choose the age a child may inherit
- leave gifts to friends, family or charities
- mitigate any Inheritance Tax liability
- incorporate trusts to protect assets for vulnerable beneficiaries
- deal specifically with your business assets
- make your funeral wishes clear
We can help provide efficient, practical and friendly assistance in helping you to put your wishes in place.
Trust Creation and Administration
A trust can be a very useful way of ensuring that your wishes are carried out in relation to particular assets in a variety of situations, such as:
- Saving Taxes, particularly Inheritance Tax and Capital Gains Tax
- Safeguarding assets for young or disabled children
- Safeguarding assets for descendants on the death of a widow or widower
- Providing for one's family or others in the future, but giving the trustees flexibility in making such provision
We can advise you on the different types of trust and the most suitable for your objectives. We will set up the trust for you and we can also advise and help with any trust administration.
Other Services
We can also help with:
- Advice on Advance Directives or Living Wills
- Making a claim on an Estate that has made insufficient or no provision for you
- Care Home fees and preserving your assets
- Care for the elderly, funding and your rights
- Notarial matters
- Filing your Tax return or reclaiming overpaid Income Tax
- Pre-owned Asset Tax
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Tax Planning
Our team of experts are ready to advise you on mitigating the increasing burdens of tax. We can give expert, practical advice,
tailored to your own personal circumstances on the following:
- Putting in place tax efficient Wills if necessary
- Passing down assets to your children during your lifetime
- Post-death variations of Wills to incorporate more tax efficient provisions
- Utilising your exemptions and reliefs
- Mitigating Capital Gains Tax on assets you wish to dispose of
We can work closely with you and your financial advisor or accountant making sure that you do not pay more tax than
you need to. Expert advice is needed in this complex field. We will provide this to you.
Estate Administration
Our team can provide help and support at the most difficult times. There are many complex issues that can arise
when administering an Estate which require care and expertise.
Some of these issues are:
- Applications to the Probate Courts
- Understanding the Intestacy provisions
- Inheritance Tax, Capital Gains Tax and Income Tax issues
- Drawing up Estate Accounts
- Disputes and claims
- Dealing with Business or Agricultural assets
- Deeds of Variation or Family Arrangement
- Distributing the Estate correctly
Our guidance and support will help relieve the burden placed on Executors appointed under a Will or the personal representatives under the Intestacy provisions.
Powers of Attorney
These legal documents allow you to delegate, during your lifetime, certain responsibilities to others that you trust.
We can give you expert advice on:
- The most suitable Power of Attorney (POA)
- Any suitable restrictions or limitiations of the POA
- Your continuing rights and the revocationof the POA
- The obligations of the appointed Attorney
- The necessity and procedure for registering a POA
- Execution of the Power and capacity issues
If through accident or illness a loved one cannot legally execute a Power of Attorney then we can help with any application to the Court of Protection.
We feel that Powers of Attorney are as important as Wills and we urge our clients to put them in place.
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