Taking care of your loved ones
Have you ever considered how you would manage your finances or make life decisions if the situation arose where you could no longer take care of your own affairs or are you a carer for someone in this situation?
Reviewing your Will, considering the benefits of a Lasting Power of Attorney and discussing the making of lifetime gifts which may be regarded as a potentially exempt transfer (PET) to reduce your inheritance tax bill if you survive the date of the gift by 7 years may all be relevant to you.
The law in this area is complex and there are important rules affecting “gifts with reservations”. We can help provide guidance as to the implications of gifting your property so that we can help you achieve your wishes with no unexpected consequences.
If you need to make an application to be appointed the Receiver for a near relative we can also guide you through this complex process.
People often turn to us when it is too late. It is far better to talk through any perceived problems early on.
What our Clients say
AMD’s professional approach and understanding helped us through a difficult time. It was particularly good to work with Brenda Smyth and have the confidence the Estate was being well managed. Thank you for all your help and ensuring both relatives wishes were completed in a timely manner.
Very happy to use or recommend AMD if required in the future.24/01/2019
I have recently used the services of the conveyancing team which was excellent. They were polite, helpful and kept me informed through the whole process. I could not rate them highly enough.11/04/2019
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