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Intake Form

Wills

 

Most people nowadays understand the sense in having a Will. You ensure that the people who you want to look after your affairs when you die are properly appointed and that the right people benefit from your estate following your death. 

 

If no Will is put in place then certain fixed rules apply which may not necessarily be those you would wish for.

 

We draft Wills for clients after we have discovered their requirements and then arrange for them to be properly signed. 

 

 

 

Discretionary Trusts

 

In some instances, people who make Wills do not want specific relatives to have a legal entitlement to a gift from a Will. It is possible that, for example, a child is in some way or another unstable. 

 

Wills can include something called a Discretionary Trust which appoints trustees to look after money or investments and use them as they believe is appropriate; this may mean, for example, one child of a family being paid smaller amounts over a period of time. 

 

We can draft Wills which include Discretionary Trusts for clients. There are also other types of Trusts which might be considered. 

 

For further information about the advice and assistance we can give you contact us on 0121 323 1860. 

 

 

Inheritance Tax

 

We advise clients on the current laws in relation to Inheritance Tax and what they can do to limit the impact of this on their estate once they die. 

 

Where an individual is particularly wealthy, special measures can be taken to reduce Inheritance Tax. 

 

For further information about the advice and assistance we can give you contact us on 0121 323 1860.

 

 

Trusts

 

There are number of different types of Trust. Some are set up, for example, by grandparents for grandchildren and others to protect individuals from wasting or losing money or property which is gifted. 

 

We can draft Trusts for clients based on their particular requirements. 

 

For further information about the advice and assistance we can give you contact us on 0121 323 1860.

 

 

 

General Powers of Attorney

 

If someone is going to be, for example, abroad for a while and documents may have to be signed in their absence, then it is usually appropriate to appoint someone as their Attorney to sign on their behalf. 

 

There are different types of Power of Attorney depending on the circumstances. We can advise on the relevant procedures and draft the documents.

 

For a quote or further information about the advice and assistance we can give you contact us on 0121 323 1860. 

 

 

Lasting Powers of Attorney

 

Lasting Powers of Attorney are special types of appointment. They are designed to govern situations where someone, usually through age, has become, or is likely to become unable to deal their own affairs adequately. 

 

Usually members of the family are appointed as attorneys. The document is registered and the attorneys can then, for example, write cheques on behalf of their parent, pay bills and deal with administrative matters. 

 

These Lasting Powers of Attorney can also sometimes, if necessary, deal with medical and health issues. 

 

We can help with all aspects relating to setting up a Lasting Power of Attorney.

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