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

“I want to thank AMD Solicitors very much for all your help, on the case of our late mother. You did an excellent job and a special thanks to our solicitor who dealt with our case and did a wonderful job. Thank you so much!”

 

28/08/2020
Star Star Star Star Star

AMD helped me recently with the writing my will. They were VERY patient, sympathetic and nothing was too much trouble. I recommend without hesitation.

18/02/2020
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“Very many thanks for all of your services and advice over the years. Always excellent”

28/08/2020
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TALK TO OUR SOLICITORS

Andrew Jack

Director, Solicitor and joint Head of the Private Client department

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Florence Pearce

Director, Solicitor (TEP) and joint Head of the Private Client department

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Anne Tamlyn

Probate and Trust Executive

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