Private client services

Our Private Client services team can assist with:

• Preparation of wills, codicils and advance directives (‘living wills’)
• Advice on tax planning during lifetime and on death
• Preparation and registration of both property and affairs and health and welfare Lasting Powers of Attorney (LPA), plus advice relating to attorney services
• Administration of simple and complex estates and will trusts, including related tax issues and the creation of deeds of variation
• Creation and administration of trusts, including:
  – Life Interest Trusts
  – Trusts for minors and people with disabilities
  – Discretionary Trusts and Personal Injury Trusts (which can safeguard entitlement to means-tested benefits after receiving a personal injury award);
• Court of Protection advice, including applications for a Deputy, i.e. someone appointed by the Court of Protection to manage the affairs of a person who has lost capacity but has not planned ahead by making an LPA (or an Enduring Power of Attorney before 1/10/07)
• General advice for elderly and incapacitated people, and their carers
• Contentious Probate matters including:
  – Written advice and representation on claims under the Inheritance (Provision for Family and Dependants) Act 1975
  – Disputes between Executors and Trustees
  – Claims against wills due to lack of capacity, lack of knowledge and approval, undue influence
  – Mutual wills
  – Proprietary and promissory estoppel
• Advice on and applications for reimbursement of care and nursing home fees

For more information, please get in touch.