Helping you to put your legal affairs in order
“It starts with a conversation”
Clients often say to me “I’ve have been meaning to do this for years”, “I don’t know what to do” or “I don’t know where to begin” – usually it is a combination of all three.
In searching for the perfect time or having all of the answers ready, nothing gets done.
The reality is: there will always be other demands on your time. I can help you understand and consider your options. The best place to begin is with a conversation.
If you want to put your legal affairs in order, contact me today.
I can help you to put in place your Will that allows you to choose who should benefit from you when you die. Your Will can be simple, or it can be complex – it is entirely up to you. My focus is on making sure that your Will works for you, your situation and achieves your priorities.
Depending upon your circumstances and priorities, I would be able to highlight when more detailed estate planning would be beneficial.
Where your circumstances highlight a need, I can guide you through a holistic Estate Planning process. Estate Planning is ensuring that your affairs are arranged in the best way for you and those you wish to benefit. It not only includes looking at potential inheritance tax on your estate and possible ways to minimise your liability, it also includes looking at the structure of your Wills to provide for loved ones in the best possible way. For example, it can cause serious issues leaving a large legacy to someone who cannot manage their own finances.
Depending upon your circumstances, trusts can be a really useful tool in this, whether that be a trust within your Will or one that you create during your lifetime. Whilst trusts can be incredibly helpful, that is the case only if they are used correctly – if not they can become a burden. They should therefore only be used if they serve a purpose that improves things for you.
Lasting Powers of Attorney are an incredibly useful document to have in place in case you lose the ability to make decisions for yourself.
I can help guide you through the key decisions such as who to appoint as at attorney and how they should act, before preparing and registering the completed documents for you so that if the situation occurs, someone that you trust is able to support you.
I can help support you and your family when a loved one dies. It can be difficult to know where to turn, what to do or even how to begin. I can guide you through the process.
As a parent myself, the idea of even thinking about dying before my children are even adults moves me to tears every time – without fail. It is a truly deeply unpleasant thought (said with a great deal of understatement!). It caused me to put off writing my own first…
Keep readingEarlier this week I outlined what an executor was. In my article today I highlight 7 important considerations when deciding who to appoint in the role.
Keep readingToday is the day that the Lasting Power of Attorney registration fees are increasing from £82 per LPA to £92. Exemptions to these fees are still available for applicants receiving certain means-tested benefits. This includes Income Support, Employment and Support Allowance and Jobseeker’s Allowance amongst others. Remissions of 50% are…
Keep readingCompleting a Will is easy to put off. It is easy to see it as “just a piece of paper”. And to you, the person making the Will, that is ultimately what it is. After all, you will never use it even once during your lifetime. Whilst it may not…
Keep readingAre you appointed as an attorney, want to support your loved one, but unsure how do you verify the LPA to organizations? My article explains how to in 5 simple steps.
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If you would like to put your legal affairs in order, contact me today.
