That includes certainty about what happens to our money, property, possessions, and businesses when we die as well as being sure those we trust can make key decisions for us if we’re no longer able to do so ourselves.
We’re here to keep things simple.
We’ll work with you from the outset to understand your background, your family situation, your assets, and your priorities.
We’ll then recommend the best options for you and guide you through the process, giving you peace of mind.
Private client services include —
Wills, trusts and executry administration — We’ll work with you to ensure your property and assets pass to the right people, and causes you care about, at the right time
Succession planning — aside from a valid will, other considerations for your plan include how you’ll minimise inheritance tax exposure, cover any future care fees, as well as protect your wealth for the future generations
Business succession — if you own a business you’ll need to think about how it might continue after your death. If it’s a partnership or limited company, you’ll need to review the provisions of the constitutional documents against the terms of your will to ensure they’re consistent
Powers of attorney — if you need a bit of assistance or lose capacity, it’s important to have a power of attorney in place to name someone who can act on your behalf, including helping with your financial affairs and, if necessary, managing your welfare
Guardianships — these are court orders allowing you to make financial or welfare decisions on another adult’s behalf if they can’t do that themselves and a power of attorney isn’t an option
Dispute resolution — drawing on experience from our litigation team, we’ll efficiently resolve trust and executry disputes
