WILLS
" A properly drawn Will ensures not only that the people you want to benefit do benefit, but also that inheritance tax is kept to a minimum.

Preparing a Will is not just a matter of you giving us your instructions. For us it is a process of advising on the law, putting forward suggestions and encouraging clients to consider situations they had not previously thought about. For instance what will happen to the inheritance of a beneficiary who dies before them.

PROBATE
" At a time when a bereaved client is feeling vulnerable, we can help to relieve them of the worry and complexities of administering an estate, often needing urgent attention.
It is our aim to deal with the administration efficiently, and to make the task as straightforward as possible.

When dealing with probate work we can also advise on the possibility of executing deeds varying the Will which, if done within two years of the date of death, can achieve considerable inheritance tax savings.

TRUSTS
" Trusts can often be an effective inheritance tax saving device. They are also useful to prevent assets, especially business assets, becoming fragmented.
The risk of fragmentation is a danger when a sole trader dies and the business property passes to the children, some of whom may be involved in the business and want to retain the property, whereas others of them may want to sell it and realise their inheritance.

We can advise on the creation and administration of discretionary trusts, accumulation and maintenance trusts, life interest trusts, insurance trusts and charitable trusts.


ENDURING POWERS OF ATTORNEY
" A common use of Enduring Powers of Attorney is to enable the affairs of someone who subsequently becomes unable to administer their own affairs, to be dealt with by their nominated attorney or attorneys. For a modest charge such a document can avoid an expensive application to the Public Guardianship Office for a Receivership Order. We are also willing to act as Attorneys, if there is no relative or close friend who will undertake this task.

RECEIVERSHIP ORDERS
" If a person becomes mentally incapable and has not executed an Enduring Power of Attorney, an application to the Public Guardianship Office for a Receivership Order may be necessary. We can assist with such applications and are prepared to act as Receivers if there is no relative or close friend available.