At The Wills and Estate Planning Professionals, we make Will writing and estate planning clear and straightforward — done properly, so your loved ones are never left guessing.
Thoughtful Will and estate planning designed around your circumstances, your family and your wishes.
Clear, practical planning for you, your family and your future.
Every family and every set of circumstances is different. The right Will or estate planning arrangement can help you decide what happens to your assets, who should deal with your affairs and how the people you care about should be provided for.
We offer a range of Will and estate planning options, from a straightforward Standard Will through to more tailored arrangements involving Trusts and Lasting Powers of Attorney.
We will explain the options available to you in clear language and help you understand which arrangements may be appropriate for your individual circumstances.
A Lasting Power of Attorney allows you to appoint people you trust to make certain decisions on your behalf. Putting an LPA in place means you can choose who you would want to act for you and establish the legal authority for them to do so.
There are two types of Lasting Power of Attorney, and many people choose to put both in place.
A Health and Welfare LPA allows your chosen Attorneys to make decisions about matters such as your medical care, daily routine, living arrangements and other aspects of your welfare.
This type of LPA can generally only be used when you are no longer able to make the relevant decisions yourself.
A Property and Financial Affairs LPA allows your Attorneys to deal with financial matters on your behalf. This can include managing bank accounts, paying bills, dealing with property and handling other financial affairs.
Unlike a Health and Welfare LPA, a Property and Financial Affairs LPA can be used while you still have mental capacity, subject to the instructions and preferences you have included.
We can help you choose your Attorneys and any replacement Attorneys, prepare the relevant documents and assist with registration with the Office of the Public Guardian.
None of us can predict an accident, illness or sudden loss of capacity. Without an LPA in place, your family may not automatically have the legal authority to deal with your affairs on your behalf.
Putting an LPA in place in advance can help ensure that the people you trust are able to step in when appropriate.
The most appropriate Will or estate planning arrangement depends on your family circumstances, assets, beneficiaries and the level of control or protection you want to put in place.
A straightforward Standard Will may be appropriate for some people, while others may benefit from coordinated Mirror Wills, Trust arrangements or additional planning through a Lasting Power of Attorney.
We will take the time to understand your circumstances, explain the available options and help you put appropriate arrangements in place.
Trusts and estate planning arrangements can have legal, financial and Inheritance Tax implications. Tax treatment depends on individual circumstances and current legislation, which may change in the future.
The information on this page is provided for general guidance and should not be treated as personal tax advice. Please speak to us about your individual circumstances before making decisions about Trust or estate planning arrangements.
We can explain the options available and help you understand what may be appropriate for your circumstances.