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Making a Will and Tax Planning/Setting up a Trust
Great care and skilled advice is needed to plan successfully for future
financial and family commitments and the possibility of unexpected problems.
This planning process, including making a Will, should be started early and
reviewed regularly. For instance, on finding a first job or changing
employment, when planning marriage, buying a home or starting a family.
What to do when someone has died
When someone close to you has died, we can administer the estate, distribute
the assets and generally advise you on the administration process.
Problems with mental capacity
If you are elderly or suffering from ill health and feel it would be more
convenient for someone else to deal with your financial affairs, we can
advise you and prepare a Lasting Power of Attorney.
If someone close to you has lost 'mental capacity' to deal with their own
affairs, we can advise you and prepare any necessary court applications to
the Office of the Public Guardian.
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