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
The Henleaze team at AMD carried out three conveyances for us last year, and we were delighted with the speed and efficiency of every aspect. One of the transactions required a lot of detailed work, and we were really impressed with the apparent ease, and calmness, with which everything was handled. In addition, our conveyancing executive was delightful to work with, which made the experience positively enjoyable. An unhesitating recommendation.18/02/2020
Have needed to use AMD for a few years and cant fault them at all. Amazing care and consideration given in what has been a very stressful time. My solicitor knew exactly what I needed and understood my concerns. This made the while process so much easier for me. Should I ever need a solicitor for anything they will be where I go.18/04/2019
We use this firm as our family solicitors and have always found they provide a reliable and conscientious service. Recently AMD provided the conveyancing on a property purchase for us. They offered very timely advice ( saved us from a couple of potential disasters!) and were proactive and communicative. We felt well looked after by our solicitor Laura W and her efficient secretary Jo. Great firm which doesn’t dither around and keeps the client informed and well advised.06/01/2020
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