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Wills

Forest of dean wills and will writing

Find out more about wills

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Estate Planning

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Estate planning involves maximizing your wealth to then passing it on efficiently in a way that achieves your aims, which would normally include the provision of financial security for yourself and your family and mitigating tax.  The scope of options available to you are primarily dependant on your circumstances including the value and type of assets included in your estate, your civil status and your family unit. 

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Probate and Estate Administration

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This process is concerned with applying for a Grant of Probate to enable to administer the deceased's estate, pay  debts and expenses and distribute the assets to the beneficiaries. Inheritance tax, if due, is payable prior to obtaining the Grant. 

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Lasting Power of Attorney for Health and Welfare

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You may encounter situations when planning and dealing with your personal welfare and health matters will be difficult if you are unable to make decisions due to lack  of mental capacity. People of any age can lose their mental capacity -temporarily or permanently- because of an accident or illness for instance, and by making a Lasting Power of Attorney you ensure that the person you choose (your attorney) will be helping you if and when required. Having appointed an attorney under a Lasting Power of Attorney will also prevent potential family disputes as to whom should deal with your health affairs and what decisions shall be made if you lack mental capacity.

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Lasting Power of Attorney for Property and Financial Affairs

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You may encounter situations when planning and dealing with your financial affairs will be difficult if you are unable to make decisions due to loss of mental capacity. People of any age can lose their mental capacity -temporarily or permanently- because of an accident or illness for instance, and by making a Lasting Power of Attorney you ensure that the person you choose (your attorney) will be helping you if and when required. Having appointed an attorney under a Lasting Power of Attorney will also prevent potential family disputes as to whom should deal with your financial affairs and property and what decisions shall be made if you lack mental capacity.

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Business Lasting Power of Attorney

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A Business Lasting Power of Attorney is a legal  document to appoint a business attorney if you are you a sole trader, in a business partnership or a company director.

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Deputyship/Court of Protection

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If a close family member has lost their mental capacity and they have not appointed an attorney under a lasting power of attorney, then a close relative of such person can make an application to the Court of Protection to be appointed that person’s deputy. A deputy thus appointed can deal with that person’s financial affairs and/or health and welfare matters. Separate applications have to be made to be appointed as a personal welfare deputy and  as a financial affairs and property deputy and they each attract a court fee. There is also a fee if there is a court hearing

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Pre-paid Funeral Plans

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Pre-paid Funeral Plans not only make financial sense they relieve your grieved family from unnecessary stress.

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Trusts

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Trusts are legal arrangements you can be set up during your lifetime – sometimes referred to  as Settlements- or in your Will – normally called Will Trusts.  Instead of making outright gifts a settlor (during their lifetime) or testator (trust is created in their Will and is constituted on the testator's death) would create a trust to transfer assets to their trustees who will manage the trust property for the beneficiaries of the trust. 

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