Services

 

In this section


  • Why use our services ?

    Our highly specialised multidisciplinary team of professionally qualified staff comprises an expert tax barrister, solicitors (Non-Practising), STEP members and qualified trust experts, chartered tax advisors, a chartered financial planner, accountants, and legal executives. Our professional team is supported by our team of trained legal administrators.

  • Wills and Estate Planning

    Should you make a Will? Yes, absolutely. When it comes to making a Will you have three options:

  • Lasting Power of Attorney

    A lasting power of attorney (LPA) is a legal document in which you appoint one or more persons, known as attorneys, to act on your behalf when you are unable to act for yourself.

  • Services for the Elderly Client

    Every day we provide solutions for clients seeking advice about their options should they become ill or infirm and/or require residential care or nursing home care.

  • Probate and Estate Administration

    We understand that for many people the prospect of applying for probate and dealing with the administration of the estate of a loved one is an extremely stressful prospect. This is particularly so if there are already strained family circumstances.

  • Intestacy

    If you find yourself left dealing with an intestacy our expert advisors are here to help.

  • Inheritance Tax Mitigation

    Even if you believe your estate is below the £325,000 IHT threshold and will not be subject to IHT on your death you should still consider making a Will and taking estate planning advice to avoid the negative consequences of an intestacy.

  • Wealth Structuring and Asset Protection

    Wealth structuring and asset protection are components of estate planning and involve structuring or restructuring your wealth during your lifetime.

  • Trust Creation and Management

    Trusts form an integral part of estate planning arrangements and have been used by families for centuries for wealth structuring and asset protection.

  • Our Services Packages

    Whether you require a simple Will or full estate planning advice we can provide a solution to meet your needs. We have the expertise to tailor any of our services to meet your specific requirements.

  • Level One Package

    Whether you require a simple Will or full estate planning advice we can provide a solution to meet your needs. Here are the details of our level one package.

  • Level Two Package

    Whether you require a simple Will or full estate planning advice we can provide a solution to meet your needs. Here are the details of our level two package.

  • Level Three Package

    Whether you require a simple Will or full estate planning advice we can provide a solution to meet your needs. Here are the details of our level three package.

  • Glossary

    Some common legal terms and their meaning.