Get Cracking; Make a Will!
Completing a Will is vital in protecting your family wealth and making sure your home, money and possessions are passed on in line with your wishes. We are always happy to advise on all aspects of Wills, Trusts and Lasting Powers of Attorney and will agree a fixed fee at the outset with you. The specialist area we can advise on are:
- Reviewing your circumstances
- Making a Will to meet your needs
- Lasting Power of Attorney
- Trusts & Lifetime Gifts
- Appointment of Executors
- Tax, Inheritance Tax advice
- Caring for the elderly
- Property Transfer & Co-ownership
Updating & Storing Wills
Everyone should have an up-to-date Will, whether you have a little or a lot. Although a ‘do it yourself ‘or cheap Will may be tempting, this is often a false economy. Help and advice from one of our qualified lawyers can make an enormous difference and save money whilst protecting your assets.
Trusts take many forms, can be extremely flexible and may help protect your family wealth. A Trust may also help mitigate Capital Gains Tax and Inheritance Tax. We can give you professional advice on the most worthwhile trust for you and your beneficiaries. Get in touch to find out more about Trusts.
BHR Family Protect
If you combine making a Will with a Lasting Power of Attorney and/or a Trust, then our BHR Family Protect scheme will reduce the overall cost and perhaps more importantly, give you the reassurance that you have taken the necessary steps to protect your family wealth for the next generation.