Our Services

A valid Will ensures that your wishes are respected and that your estate passes smoothly to your intended beneficiaries. Moreover, it saves your loved ones from potential disputes and the legal uncertainty of intestacy (dying without a will). Properly formulated and tailored to your specific circumstances, a Will protects your family from hardship, disruption and unexpected financial burden following your death.

A Trust is a legal entity that can be created in a Will that takes possession of the deceased’s assets on behalf of his or her beneficiaries. Administered by Trustees, it makes those assets available to your beneficiaries while safeguarding them from loss due to divorce, bankruptcy, fraud and unnecessary taxation for generations to come. 

A Lasting Power of Attorney (LPA) confers on a trusted person the right to act for you in the event that you require assistance or are rendered incapable through accident or illness.  LPA’s come in two forms: (1) Health & Welfare and (2) Property & Finance, and are registered with the Office of the Public Guardian. One’s appointed attorney is legally obligated to act strictly in accordance with your best interests and only as you might act, if you were able. 

There are a variety of strategies for securing your assets and reducing inheritance tax liability on your estate during your lifetime. The applicable nil rate bands are limited, especially for high net worth clients, and have not increased with inflation. As property values have increased substantially over time, many find themselves above the threshold of a 40% tax rate. Life planning, including gifts within allowable limits and some forms of trust, are options to be considered in appropriate circumstances. 

The process of estate planning doesn't end with signing a Will.  With our partner CTT Group, we offer a full range of ongoing  services, including probate, trust registration and management, conveyancing and document storage.  We provide advice and assistance to Executors and Trustees to ensure proper compliance with the law.

The prospect of paying for long-term care costs is fraught with uncertainty and concern. Everyone should have planning in place to protect their assets from unnecessary exposure to the high costs of care. We can accompany you through this complex process, and provide assistance to ensure the Local Council is considering all your needs, following the correct procedure and making a proper financial assessment.