Wills, Estates and Tax Planning
Does your Will reflect your current
circumstances?
Did you know, for example, that a later marriage revokes any
existing Will you may have made? We can help ensure that any young
children are looked after and that you avoid any surprises, upsets
or the paying of unnecessary Inheritance Tax. We offer fixed fees
for straightforward Wills and amendments plus a reduced price for
couples instructing us simultaneously.
How would your affairs be handled if you were unable to
manage them?
If you were not able to act due to mental or physical incapacity
then a Power
of Attorney allows you to appoint someone to deal with matters
on your behalf. Our private client team will advise you on
the appropriate planning measures which allow your family or others
to assist. Powers of Attorney are offered for a fixed fee.
Bereavement
Our experienced team can also guide you and your loved ones
through the difficult period of bereavement. We will deal with
everything from the necessary completing of tax papers, application
for Grant of Probate, collecting of assets, distribution of the
estate to practical matters such as dealing with any house and
contents. We also offer investment advice.
Legal areas covered include:
- Wills
- Powers
of Attorney
- Grants of Probate
- Estate Administration, including your responsibilities as an
Executor or Administrator
- Court of Protection
- IHT reduction planning in Wills and in lifetime
arrangements
- Deeds of variation
- Trusts drafting and administration
We are members of the Law Society's Probate Section and the
Society of Trust and Estate Practitioners (STEP).
Contact us:
Please call York 01904 716000 or Wetherby 01937 583210. If you
prefer, you can e-mail us or
request that we contact you by completing our online contact
form. Both our York and Wetherby offices are centrally located
and offer private parking and an accessible, welcoming
environment.
