Planning for Death

Please talk to us about inheritance tax planning, will writing and estate administration as Chartered Accountants have recently been given clearance to undertake this work.

We can help to protect your wealth and minimise the tax liability due on your estate. Our team can help create a plan and provide the care you, your family and those close to you by looking at your current situation and future requirements.

Estate planning & Wills

When you pass away all your assets and liabilities are netted off and called your Estate. During a person’s lifetime they may wish or structure their estate in such a way to maximise the benefits to individuals or charities.

Most people primary concern is to ensure that their loved ones are properly provided for as they would wish. This may be spouses, children or grandchildren and it can be actioned in many ways be it by legacies, gifts or trusts. 

Minor children could be taken into care without guardians having been appointed.

We can advise you on the various aspects and indeed draft and hold your will for safe keeping.

Probate (Non- contentious)

We are licensed by the ICAEW to offer a non-contentious probate service.

In order to remove any undue and additional stress, we are able to:

  • Cover any and all lengthy and complex paperwork
  • Assist with obtaining  the official Grant of Probate
  • Transfer the ownership of assets
  • Calculate all taxes due and apply our specialist knowledge to mitigate these where possible.

From the administration and distribution of the estate to tax calculations, including inheritance tax liability, we believe our financial expertise and wealth of experience in this area equips us well to handle the probate process.

Lasting Power of Attorney

There are two types, one for property and financial affairs and one for health and welfare. This document allows you to appoint a person to manage your affairs should you no longer have the ability yourself. This may range from paying bills, dealing with your bank, assisting with care etc.

You will be able to decide who will have the power as opposed to court applications and a decision by the judiciary which can be an expensive and lengthy process.