We know you are likely to have other advisors including accountants, investment managers and foreign lawyers and are confident we can work well with them to achieve the right solutions tailored to you and your family.
We work to implement appropriate strategies to meet your goals however, where possible, we aim to mitigate inheritance tax and protect your wealth.
HELPING YOU AVOID OR MITIGATE CLAIMS
From our broad experience we understand there is an increase in contentious probate, so we are conscious to advise you on the possible claims and work with you to avoid or mitigate them.
We would advise our clients to deal with these issues as part of their lifetime planning however, we know this is not always possible and that circumstances change, so we are also able advise on post death tax planning.
WE ASSIST, GUIDE AND
Whether your financial position and wishes are simple or potentially more complex we can prepare Wills that are tax efficient and tailored to you and your family’s needs.
We work with you to consider the terms of any Trusts or gifts to best protect your assets and ensure that beneficiaries receive their inheritance at an appropriate time.
We will ensure that, through effective drafting, your wealth is passed on as you intend and is managed efficiently for future generations.
Preparing a Will is a task that should not be underestimated and certainly not something to be taken lightly.
With our experience, expertise, access to our wider commercial team and emphasis placed on getting to know you and your situation, we believe we are in a great position to make it easier for you.
We will guide and advise you how best to choose suitable executors and trustees to give you the comfort that your estate will be managed according to your wishes.
We are experts in providing advice and assistance in the process of applying for Lasting Powers of Attorney.
Where necessary, we can assist in the making of applications to the Court of Protection for an order to be appointed as a Deputy to manage someone’s affairs under the Mental Capacity Act 2005.
We can act as advisors to attorneys who are currently acting for individuals on the existing powers they hold.
If you’d like to make a Lasting Powers of Attorney, please get in touch.
Creating a Trust is often an appropriate, flexible vehicle for wealth management. A Trust is used to hold, manage and distribute assets in line with your wishes and will continue to do so after death.
As well as creating your Trust, as your advisors, we can arrange for ongoing support to both the trustees operating your Trust and to the beneficiaries receiving from it.
Looking for help with Lasting Powers of Attorney?
Thank you so much for all the complex and hard work you all carried out on my behalf. It has always been a pleasure dealing with EMW as your firm has always been prompt and efficient in dealing with any problems which occurred.
The team at EMW did a fantastic job for us from start to finish, including initial discussions, reviewing options, engaging with all parties involved in the deal, preparing and explaining the thorough legal documentation and addressing any risks or concerns. This was all done within the expected timescales and to the satisfaction of the entire MBO team which has given us a great platform from which to continue the sustainable growth of Darke & Taylor as an owner managed business.
The wills surgery session was very good and very informative. It has given some things to think about!