Estate Planning

Over half of the UK public do not have wills. Do you know what would happen to your estate if you die without a will? The government would decide under the Intestacy rules who can benefit from your estate. 

Your  loved ones may miss out.

A power of Attorney is essential to ensure your  chosen and trusted Attorney can look after your financial affairs and your personal welfare should you become physically or mentally incapable of looking after yourself. You can only prepare one while you have the 

necessary mental capacity to do so  

Trusts are invaluable where you wish to protect assets for your loved ones and for generations to come. They can be used for tax planning purposes, asset preservation, protection of vulnerable beneficiaries and to safeguard your wealth from unwelcome intervention 

Applying to be appointed a Deputy through the Court of Protection can be complex. We can help you to reduce that burden so you can spend your time looking after your loved ones at a difficult time. We can also assist  with running your Deputyship and the 

preparation of  annual accounts

'.....in this world nothing can be said to be certain, except death and taxes....'      Benjamin Franklin

If you are concerned about Inheritance Tax and how it affects your estate, we can advise you on ways to mitigate the potential tax bill. 

We can advise you on the ownership of your property - including Property transfers into joint names, Declaration of trusts, transfers into beneficiaries and trustees names following the death of an owner or joint owner and sales for Executors, Attorneys and Deputies