Private Client Services

wills, lasting powers of attorney, trusts, probate….

We all want to stay in control of our  lives. We help you to do that and to ensure that your wishes are respected. Most of our clients need help with one or more of our five main areas of private client work.

 

Make a Will

Have your say

Learn more                    Contact us

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Lasting Power of Attorney

Avoid frozen assets

Learn more            Contact us

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Trusts

Protect your family

Learn more              Contact us

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Inheritance Tax

Save money

Learn more                Contact us

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Probate

Ease the burden

Learn more                Contact us

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Wills and LPA’s

 

None of us  like to think about a time when we won’t be here or are not capable of running our lives.  It’s easy to put things off. A shortage of time, not being sure what to do or who to talk to gives us an excuse for doing nothing. Making a Will or a Lasting Power of Attorney “LPA” definitely fall in that category particularly if you think it is tempting fate or you have nothing to leave. However, as with many things, its not so difficult to sort once you get started. Our guidance can make the process simpler and less stressful. After all you want to have a say in these things. Without a will or LPA you really do lose the control that most people take for granted and consider so important.

 

Trusts

 

Trusts can be made during your life time or in a will. Again they help you keep control of the assets you’ve worked so hard to accumulate and keep. They are also there to protect your beneficiaries.

 

Inheritance Tax

 

Nobody likes paying tax and inheritance tax is charged at 40%. We help you look at ways of arranging your affairs to suit and protect you and balancing that against tax reducing options.

 

 Probate

 

Probate is the process of winding up someone’s affairs after they have died. If the deceasedleft a will the executors take on this role, pays the debts and distributes the assets in accordance with that will. Where there is no will ane administrator, usually the next of kin, is appointed. Again they pay the debts from the deceased’s assets but distribute the remainer in accordance with law which who inherits what’s left.  The time after a death is bound to be stressful particularly if the executor or administrator is close to the deceased. Therefore a professional executor getting assistance from a solicitor to administer the estate can ease the burden on those left behind

Kevin Moon – Private Client Partner

01233 714055

 


Wills    |    LPA    |    Trusts    |    Tax    |    Probate