Personal Wealth Planning
Our Team can provide you with comprehensive and effective support and assistance in all aspects of your personal estate and wealth planning, specialising in high net wealth. To include, but not limited to:
- Personal Inheritance Tax considerations and planning specific to your circumstance. To include consideration of your business structure and effects of such on your personal wealth.
- Will drafting.
- Trusts; drafting, planning, tax considerations and administering.
- Long term care planning.
- Power of attorney, drafting and management.
- Lifetime gifting.
Probate and Administration of Estates
We can advise you on the complexities involved in obtaining a Grant of Probate or Letters of Administration, the calculation of Inheritance Tax and the formalities of payment of Inheritance Tax. We can also advise you on the relevance of and the preparation of Deeds of the Variation.
Powers of Attorney and Court of Protection Deputyships
We are experienced on advising on all aspects of Powers of Attorney, including the registration of Enduring Powers of Attorney and the preparation and registration of Lasting Powers of Attorney.
We assist all aspects of Deputyship applications, management and administration. To include acting on behalf of appointed Deputies and acting in the capacity as Professional Deputy.
Working with, and alongside, the Office of the Public Guardian and Court of Protection, in the best interests of the Donor and Patient in maintaining their autonomy and independence as far as possible.
