Planning for the Future Guide


Thinking about a future when you are no longer around to support your child can be daunting for parents and is particularly difficult when a disabled or vulnerable child is involved. This can lead to worry about how your child will manage without you and how this change may affect…

Trusts for Disabled & Vulnerable People


A Trust can be a useful tool to provide financial stability for a disabled or vulnerable person throughout their lifetime. The type of Trust required depends on your personal circumstances, the flexibility needed and the value and type of assets involved.

What is an Advance Decision?


An Advance Decision, previously called a Living Will or Advance Directive, is a legal document setting out your wishes regarding medical treatment in the event that you are incapacitated and unable to make decisions for yourself.

What is the Court of Protection?

It is vitally important to protect people who cannot make decisions for themselves. This could be due to a mental health condition, a severe learning difficulty, a brain injury, a stroke or unconsciousness due to an anaesthetic or sudden accident.

Why Make a Will?

It is a sad statistic that the majority of adults do not have a Will and of those that do, a large proportion have Wills that are out of date. Here we explain why it is important to make a Will and keep it up to date.

Why Make a Trust?


Trusts have been around for many hundreds of years and are still used for many reasons, including family succession planning, asset protection and tax planning.

Administration of Trusts Information


The Trustees are under a duty to deal with the assets in the best interests of the Beneficiaries and, if they fail in this duty, they will be in breach of trust. The Beneficiaries can ask the Court to make sure that the terms of the Trust are carried out.

Estate Administration Process


It is sometimes useful to understand the procedure involved in winding up the estate of someone who had died. We have set out the various stages below to help you understand what to expect and what we are doing for you.

Inheritance Tax Planning Information


When you die a value has to be put on all of your assets and liabilities. Your assets may include property, bank accounts, stocks and shares, insurance policies, business interests and other investments.

Lasting Power of Attorney Information


A Lasting Power of Attorney (LPA) is a legal document in which you give authority to another person (known as an ‘Attorney’) to make certain decisions on your behalf. The Attorney will have the authority to make decisions about matters such as your property and financial affairs or health and welfare at such time as you no longer wish to make these decisions yourself or you lack the mental capacity to do so.