We offer a range of lifetime planning services including:
If you have young children, you should consider appointing guardians of your choice to take care of them if you die while they are still young. This is usually done whilst making your Will.
Inheritance Tax Planning
When trying to minimise the inheritance tax payable on your estate by your beneficiaries, there are many different options, depending on the circumstances.
Lasting Power of Attorney
The Mental Capacity Act 2005 made it possible to appoint a person of your own choosing to administer your property and affairs, healthcare and personal welfare in the event of mental incapacity.
A Living Will can record your wishes with respect to certain medical procedures that are/are not to be employed on loss of mental capacity.
Long Term Care Planning
It’s hard to imagine not being able to live in your own home, and look after yourself. Planning at the right time to make sure any care you may need in the future is covered without having to sell your home is important for some people.
Office of Public Guardian
If a member of your family has become incapable of dealing with their property and affairs and healthcare and personal welfare without having made a valid Enduring Power of Attorney or Lasting Power of Attorney then an application must be made to the Office of the Public Guardian which has various powers including to appoint a deputy to administer and manage financial affairs.
Probate & Estate Administration
When someone close to you dies somebody has to deal with their estate. A person’s estate consists of their money, property and any possession they had at the time of their death.
Senior Client Issues
Planning for the future is very important, often we all leave things to late. Peace of mind is something that is hard to place a value on.
It has been said that for every family problem or situation there is a trust that can be constructed to suit the need. Creating the right type of trust to match your particular situation requires specialist help.
It has been estimated that seven out of ten people have not yet made a Will. Is it something you have yet to get round to?