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.
In addition to advising on inheritance tax issues (see the Wills section) we can assist you with income tax and capital gains tax. We can help you complete your self assessment tax return and ensure that all of the appropriate exemptions and reliefs have been claimed for you.
We recognise that there are a number of legal issues which specifically affect senior clients. These are likely to affect us all one day.
Taking advice early and planning ahead can help you save money and also avoid the stress and expense that comes when problems are allowed to become crises.
We have specialist lawyers dealing with such matters, including:
- Planning for long term care whether at home or in care homes (often with assistance from independent financial advisors)
- Powers of Attorney to help your family manage your money and property should you become physically or mentally incapable of doing so
- Court of Protection and Receivership
- Equity Release Plans
- Tax Planning
- Will Planning