Private Client Advice
Helping you prepare for later life, inheritance planning and your legacy.
Planning for the future while putting your legal and financial affairs in good order, is one way of ensuring peace of mind.
You can rest assured that your wishes have been documented, steps have been taken to manage things if you should succumb to ill-health, and HMRC will not receive an unintended bonus from your estate.
Our private client team includes members of the Society of Trust and Estate Practitioners (STEP) reflecting our expertise in this area, and we help our clients with:
- creating a lasting power of attorney;
- dealing with the Court of Protection;
- making a will;
- setting up a trust; and
- supporting elderly or vulnerable clients.
Information we need when making your will
Here is a link to a helpful checklist of key information to gather for your solicitor before instructing them to draw up a will.
Visits to a home or nursing home
For elderly or disabled clients, we can arrange to visit you at home or in a care home.