We offer a wide range of services to assist our clients and their families in dealing with sensitive and personal matters. We provide a friendly and flexible service and are happy to visit clients in their home, in hospital or nursing home, if they cannot make it to one of our offices. This means that we can provide you and your family with personal service, offering practical advice to meet your individual needs. We are able to offer advice and assistance on a wide range of matters, including:-

Making a Will

A properly drafted Will gives you peace of mind and can avoid future stress for your loved ones. We can tailor your Will to suit your own circumstances, ensuring that you achieve the outcome you intend. We can prepare a straightforward Will and offer advice on more complex matters, including the setting up of trusts, for example, to protect ‘different sides of the family’, or Inheritance Tax planning.

Estate Planning

If you have them, we can work closely with your financial advisor and accountant to plan for your future legacies and ensure that you do as much as possible to mitigate or lessen any Inheritance Tax your estate could be liable for. We can look at ways of helping you to gift assets in such a way as to take advantage of the 7 year rule whilst ensuring you keep enough for yourself.

Asset Protection

Some mature couples are worried that they may be forced to sell their home if they have to go into a Residential or Nursing home. There are ways of protecting your assets to ensure that they pass on to your relatives but the action that will need to be taken will depend upon your own individual circumstances. We can offer advice on the best course of action to take.

Lasting Powers of Attorney

As we are all living longer, it is important that you put in place measures now that will assist you and your family should you ever be in a position where you cannot manage your own finances or make decisions about your care .These documents should be part of your estate planning and we believe are as important as a Will.

Court of Protection

Should you be in the difficult position where a relative or friend cannot make their own care decisions or manage their finances due to any mental incapacity, we can help you through the Court process to be appointed as their Deputy.

Probate and Administration of Estates

Following the death of a relative or friend, we can help you through this difficult time with sympathetic and practical advice to ensure everything is sorted as quickly as possible. We offer a fixed fee for assisting you in obtaining the Grant of Representation (commonly known as the Grant of Probate or Letters of Administration). Alternatively, we can provide a full administration service, taking you through the whole process, from collecting in details of the assets, repaying creditors and distributing the estate to Beneficiaries. We will always do our best to provide you with a fair estimate of our costs at the outset.

Download the following STEP brochures for more information.


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