Lifetime Planning

Planning for the future is very important, although we all guilty of leaving things too late. It is difficult to place a value on peace of mind.

Here are just some of the things we can advise you on:

Court of Protection: Making applications in respect of persons lacking mental or physical capacity.

Lasting Power of Attorney: A method of appointing someone to act on your behalf, when you can no longer cope, under court supervision. We can also assist on the appointment of a Deputy in cases where a LPA is not possible.

Inheritance Tax Planning: When trying to minimise the inheritance tax payable on your estate by your beneficiaries, there are many different options, depending on the circumstances. Subject to your particular situation, the size of your estate and various other factors, we can provide you with a list of options and their pros and cons.

Trusts: A Trust is a fund which contains assets that are controlled by you and/or a nominated third party for the benefit of a specific individual(s). They are governed by complex legal regulations and separate tax rules. A Trust can be set up at any time during the lifetime of an individual to become operative immediately or following their death. 

Guardians: If you have young children, you should consider appointing guardians to take care of them if you die while they are still young. Even if you have "god parents" we all know that the choice of god parent is sometimes an emotional decision made a specific time. Appointing guardians is usually done as part of making your will.