Private Client

We provide cost effective expert services to individuals in a range of areas.

 

Making a Will

If you do not have a will, or you are worried that your existing will is out of date, you have married since you last prepared a will, or you are worried that your will has not been drafted properly, we can help you.

A will is a very important document, as without it, you have no control over where your assets go after you die. The intestacy rules will not always reflect how you would have left your estate after you die, particularly if you have a second family or live with a partner you are not married to.

We have a low fixed fee for preparing wills, and our experts will guide you through every step of the process.

 

Powers of Attorney

A power of attorney is a document which appoints someone you trust to make decisions about your property and finances, or about your health and welfare, if you are no longer able to make these decisions for yourself.

People can become incapacitated either because of age-related dementia, or because of illness such as a a stroke or because of injuries sustained in accidents, and so a power of attorney is an important document for anyone to have, at any age.

If you want to put powers of attorney in place either for your health and welfare or your property and finance, our expert team have been helping clients with this for many years. If you have a relative who you think may need a power of attorney, talk to us about how we can help. 

 

Trusts

If you want to set up a Trust to manage your assets for family members or other beneficiaries, either in your lifetime or after you have gone, it is vital that you take expert advice as this is an extremely complex area of law.

Setting up trusts can be tax efficient ways of dealing with your assets after you are gone, and so it is important to consider whether a trust is right for you, when preparing your will. A trust can be created as part of your will, or it can be set up as a separate vehicle in its own right, if your estate is very large or complex.

Our highly qualified and expert team are here to help.

 

Tax Planning

Similarly, tax planning is a very important part of looking after your family members, either in your lifetime or after you have gone. We will help you ensure that your assets are managed in the most tax efficient way and it is important to consider the tax implications for any beneficiaries, when you are making your will.

If your tax affairs are particularly complex, we have a wide network of tax experts and accountants who can help with your tax planning.

 

Probate

Probate is the process undertaken by executors, dealing with the affairs of a deceased person, making sure that the necessary taxes are paid, paying any beneficiaries under their will and dealing with the disposal of any assets that need to be sold, such as property.

Dealing with probate can be stressful, particularly for grieving families. We can help you through every step of the probate process. We can act as executors for you or for your deceased love one, or we can support you with particular aspects of acting as an executor, if you are dealing with the estate of a deceased person yourself. 

 

Changing Your Name

There can be many reasons why people wish to legally change their name, such as after a family breakdown, or simply because they want to make a fresh start. In some cases, there may be unwanted material which you cannot remove from the internet, and so changing your name can help you move on with your life. In certain cases, you may wish to change your name to avoid a violent ex partner or family member, who may put you or your family at risk. 

If you want to change your name, or change the name of your child, there is a process which needs to be followed which we can undertake for you for a low fixed fee.

 

Latest Private Client News
  • There are various reasons why a deputyship order might be needed, such as when someone can no longer deal with their own affairs. Read on to find out if this could apply to you.
    05/01/2017