‘Preparing for the future is so important, regardless of whether you own a large estate or have few material possessions,’ says Pam. ‘We help people, young and old, make sure that they have everything in place to save their family from worry if they die or lose mental capacity.’
Making a will
Our team will work with you to create a will that clearly sets out how you would like your assets to be dealt with on your death, and any other provisions that matter to you. As part of this, we can help you plan for residential care fees and to minimise inheritance tax liabilities. We can also store your will at our offices and can act as your executor, if you would like us to.
Making a lasting power of attorney
We also help clients to put a lasting power of attorney in place. These appoint named people (attorneys) to look after your health and welfare and your property and financial affairs, should you lose the mental capacity to do this for yourself. We often act as attorneys for our clients. And, in other situations, we advise clients on decisions that need to be made on behalf of friends or family members who lack mental capacity.
Dealing with probate
We are here to alleviate the stress of dealing with a loved one’s estate. Whether there is a will or the intestacy rules to handle, our team has the experience to guide you through with clear advice and sensitivity. We can deal with the Probate Registry and HM Revenue & Customs.
Home and hospital visits are available on request.
We can advise you on:
- making a will;
- inheritance and tax planning;
- estate administration;
- making a power of attorney;
- loss of mental capacity;
- court of protection applications; and
- wills and inheritance disputes.
The contents of this article are for the purposes of general awareness only. They do not purport to constitute legal or professional advice. The law may have changed since this article was published. Readers should not act on the basis of the information included and should take appropriate professional advice upon their own particular circumstances.