Our aim is to help you protect your wealth and your family
This has always been our main product and by keeping the process as simple and straightforward as possible, we are doing our best to ensure no one need die intestate. A home visit and a fixed fee anywhere in England and Wales is available to everyone.
Lasting Power of Attorney
A Lasting Power of Attorney gives the right to make decisions, perhaps to a friend or relative, about almost any aspect of your property or financial affairs or in matters of your personal welfare. For example, if you fear that you may not be able in the future to make decisions, perhaps due to a progressive illness. If you have elderly people who rely on you for help then a Lasting Power of Attorney is needed to protect both them and you. If this document is arranged now, it can save so many difficulties for your family but unfortunately most people leave it until it is too late.
When the Lasting Power of Attorney is needed it must be registered with the Office of the Public Guardian. The registration process can be tricky and costs money, but this pales into insignificance compared to the process of appointing a Receiver for a patient who is mentally incapable and who has NOT got a Lasting Power of Attorney. This can take many months, cost a fortune and the Receiver then has to account to the Public Guardianship Office annually for all of the income and expenditure of the patient. To rub salt into the wound, the Office of the Public Guardian also take a percentage of the annual income for the privilege of overseeing the accounts.
Trusts & Protecting Your Wealth
A lot of people want to protect their assets for their chosen beneficiaries. Vulnerablities include remarriage, divorce, bankruptcy and means testing. This can sometimes be more of a problem than Inheritance Tax.
If you are concerned for the future, then we may be able to help with a Trust.