We are qualified to provide you with the best advice and services, we also offer you a free and non-binding conversation – at a time and place that suits you. We have ELITE PROon Bark status and have been rewarded for our good services. Probate or probate is the legal process when a person dies with a will. This process ensures that the money or inheritance goes to the one specified in the will. We specialize in legal services – wills and estates, setting up a trust and financial planning. We offer our services throughout the UK. Recording a client`s details requires specific questions, good communication, information sharing and collecting accurate records – this is important to provide the right advice and ensure that wills are drafted that meet each client`s needs and faithfully reflect their wishes. Everyone should have something in place, even if it`s easy. With a will, you can choose the family or friends to whom you want to leave your belongings, and even define your funeral arrangements.
Due diligence towards our clients is our top priority, which means we are only satisfied when our clients are more than satisfied with the work we have done for them. We have over ten years of experience in this important area and you will find that we operate under a strict code of conduct that includes both compliance and client charter. A trust is a great way to protect money, investments, land or buildings that you want to pass on to your family. We are only satisfied when you are more than satisfied. We have over 10 years of experience in assisting and advising in the field of will and estate planning. We can advise you on how to apply for or complete applications for you. A discretionary trust is established to protect assets held for beneficiaries. This trust can be used, for example, so that the inheritance is not passed until the beneficiary turns 18.
We are proud to be STEP qualified and to have surpassed the Advanced Certificate in Will Preparation and Will Writing and to stay up to date with the latest laws so that we can work with our rigorous compliance, due diligence and due diligence. We find that clients often thank us for explaining important points and procedures that they not only ignored but others did not highlight. We will advise you on the will that suits you best and we will take care of the entire process and paperwork. Contact us today to make an appointment or request a callback. We can advise you on how to become a tenant together and complete this trust for you. If a person loses the ability to make their own decisions, a continuing power of attorney can appoint someone to look after their finances or health and well-being. This protects the funds for your funeral and ensures that everything is taken care of. We believe you are a client for life and will do our best to help you with any future advice you may need in any area of estate planning as your circumstances change, which is the case throughout your life. We also received the Bark Certificate of Excellence for 2018/19. It can be a difficult topic, but some people need long-term care later in life, it can also be very expensive. We can help you plan and protect your savings if you or a loved one needs long-term care. As a member of STEP, the Society of Trusts and Estate Practitioner`s, we keep abreast of the latest news and developments in the field of estate planning.
A disability trust is required when the beneficiary (in a will) receives a benefit from the Crown. Leaving someone a gift of money could affect the amount of benefits the government provides. We can guide you through the process from start to finish and prepare all the necessary documents. An asset protection trust protects your home or property and can pass on your share of the property to your children. The property in question must be owned by tenants. We are constantly reviewing and updating our ways of working to ensure that we provide our clients with the best advice not only for their wills today, but also for the future. Wir sind qualifiziert bei STEP, The Society of Trusts and Estate Practitioners, und registriert bei der IPW, der Institution of Professional Will Writers.