WILLS & TAX PLANNING

OUR PRACTICE

Making end of life decisions are never easy to face; none of us want to think about what will happen when we’re gone. Yet, at the same time, most of us want to have control over not only personal issues i.e., whether we’re buried or cremated, but also who will inherit what we leave behind and, maybe even more importantly still, how we can ensure that as much as possible is left to our loved ones rather than the tax man!

At Valemus Law we understand the many considerations that you need to make when making these decisions, and our experts are here to support and advise you through them, so that you can have the peace of mind to know that your wishes will be met after you’ve gone, taking the stress away from your family and loved ones.

Probate

It may be that you’re in the process of preparing a will and don’t want your family or friends to be faced with navigating their way through the probate procedure after you’ve gone, or you’re an executor who’s faced with the daunting task of overseeing the estate of a loved one. Either way, our experts at Valemus Law can either act as executors of your estate if you’re planning your will or can offer you help and guidance throughout the procedure of obtaining the Grant of Probate if you’re an executor, taking the stress out the procedure.

Powers of Attorney

We often think of powers of attorney being the remit of the elderly, but there may be other situations when it is necessary to consider passing or sharing the control of your financial affairs to another individual/s before matters deteriorate further i.e., if you’ve been diagnosed with a long-term degenerative illness, which will result in the loss of your capacity in the future. Whatever your circumstances, the key to entering into such agreements is that you must do so while you still have the capacity to make your own decisions clearly.

All to often it is sadly the case that relatives may seek powers of attorney over a loved one’s affairs to assist the with day-to-day issues such as payment of bills, banking and other financial issues when it is too late i.e., perhaps they have dementia which is too far advanced to consent to such an agreement. It is therefore critical that you think about these issues sooner rather than later to prevent significant difficulties arising when both you and your family need to focus on your care.

If you need advice or assistance with preparing a power of attorney, including considerations as to who to appoint as your attorneys then our experts at Valemus Law are here to advise and support you in making these decisions.

Contact us

Whatever your private client needs, whether they be for will drafting; tax planning or powers of attorney, our experts are on hand to assist you.  Simply contact us on 0333 339 0309 or email us at info@valemuslaw.com so that our experts can start assisting you as soon as possible.

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WILLS AND TAX PLANNING AT A GLANCE

  • Wills
  • Will trusts
  • Tax planning
  • Powers of attorney (Lasting Power of Attorney and register Enduring Power of Attorney)
  • Grant of probate and Letters of administration including HMRC inheritance tax returns

Meet the team

NICOLA COCHRAN
Wills and Tax Planning