We understand that making a Will, deciding to make a Lasting Power of
Attorney or dealing with the death of a loved one can be stressful and
emotional. Our team of experts will deal with your situation with care,
empathy and sensitivity.
As a testament to the quality of our solicitors our head of department,
Samantha Lloyd, holds the STEP qualification. STEP stands for the Society of
Trust and Estate Practitioners and is an advanced and respected professional
qualification in the field of estate planning.
We incorporate the STEP Standard Provisions in all our new Wills. These
contain useful provisions that may be needed when administering an estate or
running a trust. In order to prevent the Will from being overcrowded with
technical terms, each Will refers to the STEP Standard Provisions. More
details can be found on the?STEP website.
Our high level of expertise is also regularly called upon for contentious
matters and related professional negligence litigation.
Everyone should make a Will as part of their long-term planning. Even
if you consider the value of your assets to be relatively small it
will still be important to you to choose your own beneficiaries and
ensure that your wishes are carried out.
If you die without making a Will the distribution of your estate is
determined by the rules of intestacy and your assets may not go to the
people whom you assume will inherit. There have been recent changes to
the intestacy rules making it even more important to take professional
advice also it can often be more expensive to administer an estate
when the deceased has not left a Will.
We pride ourselves on making the process as personal and
straightforward as possible while providing professional help. To give
you peace of mind, we will discuss every relevant aspect with you, for
example:
- Inheritance tax planning
- The distribution of personal and business assets
- Guardianship appointments for young children
- Your funeral wishes
For advice on Wills, please contact us.
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Trusts are a very useful tool whether made during a lifetime or in a
will to come into effect after death. They can be used to protect your
assets for future generations of your family. The makeup of families
today can be complicated with second marriages and step-families.
Trusts can be used to ring-fence assets for the benefit of the family
members you want to ensure benefit from your estate in the future.
Trust law can be complicated especially in relation to the taxation
consequences of setting up a trust. Our dedicated team can help to
guide you through these processes.
For advice on Trusts, please contact us.
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Powers of attorney enable you to appoint someone to deal with your
personal and financial affairs when?you cannot manage them yourself.
This may be due to failing health, an accident or loss of mental
capacity. A power of attorney allows family members or close personal
friends, who you have personally chosen, to have the authority to deal
with your affairs for you.
You can put in place powers of attorney relating to your personal
finances, health and welfare. Thus allowing you to influence who
should help you and how matters should be run when you no longer have
the mental capacity to make day-to-day decisions.
We are finding that the need for powers of attorney is certainly
increasing and this is an important way of planning for the future.
Our team is highly experienced in dealing with powers of attorney and
can guide you through the process of putting these invaluable
documents in place.
For advice on Powers of Attorney, please contact us.
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Dealing with the loss of a loved one is one of the most upsetting and
difficult things you will go through. The situation can be exacerbated
if you feel the Will has not appropriately provided for you, or
someone close to you, or if the person dealing with the Estate is not
doing so as they should.
Our team will support you through this upsetting time, advising you of
your options and will work with you to resolve matters as quickly as
possible at this difficult time.
For advice on contentious probate disputes, please contact us.
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