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Inheritance Protection

Whether you are considering making your own Will, need advice on assisting a relative in making one, or are currently handling the estate administration of a loved one, the legal considerations and processes involved can be complex and daunting. Our Inheritance Protection team will give you the information and support you need.

Making a Will

Making a Will is straightforward and relatively inexpensive and is one of the one of the most important things you can do to safeguard the future of your loved ones. A properly made Will reduces the chances of any disputes over your estate and ensures that your wishes are carried out. Our specialists will work closely with you, to make sure that the process of making your Will is as straightforward as possible.

Updating an existing Will

If you already have a Will however you have not reviewed it recently, you made need to consider updating your Will. You should review your Will regularly to ensure that it is up to date and reflects your wishes today.

Power of Attorney

It is important that you have appointed someone who will have the legal ability to act on your behalf if a situation were to arise. A lasting power of attorney (LPA) gives someone else the power to make certain decisions on your behalf. This is typically if you are no longer able to do so.

Trusts and Inheritance Tax Planning

When you are making your Will, you should consider inheritance tax planning in terms of your needs and priorities rather than simply in terms of minimising the tax payable on your estate. Our team can advise you on inheritance tax planning, and options such as gifts and trusts which can offer extra flexibility and reduce the value of your residual estate, and therefore the tax payable on it.

Probate and estate administration

We understand how difficult it can be to handle the legal and financial affairs of someone when they have passed away. Our Inheritance Protection team are here to support you and can provide guidance in all relevant areas of estate administration and taxation. For example, our team are experienced in helping people that have never handled the probate or estate administration process before and on estates where there is no Will or if there are complex taxation issues or international assets involved.

Disputes or problems with a Will, trust or estate.

Losing a loved-one is always an emotional time. The last thing you need is the additional stress and worry about a dispute or problem surrounding their will, trust or estate. Our inheritance disputes team will strive to make this period as stress free as possible by giving you advice that you can trust at every step of the way.

Long Term Care

It is important that when making your Will or thinking about your inheritance protection, you plan ahead in case your, or your partner or spouse, have to pay for long term care in the future.

We have been members of LawNet, a group of over 60 independent law firms, for over 25 years. LawNet is committed to quality and excellence and we make full use of the opportunities which it provides in order to keep improving our service.

Please click on the grid below for a guide to the fees which we charge for the administration of estates. We always provide details of our fees at the outset and keep you informed as the matter proceeds. Our full pricing policy can be found here.

 

Find other information and FAQs in our useful Inheritance Protection guides.

For more information on how we can help you please contact one of inheritance protection specialists in our Newbury, Thatcham or Maidenhead office below.

Our Inheritance Protection Team

Unsure who to contact? Make a general enquiry:

Newbury Thatcham Maidenhead
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