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

Star Star Star Star Star

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
Star Star Star Star Star

I have been using AMD Solicitors to navigate through sale and purchase of property recently on recommendation. I have been consistently impressed by the level of professionalism, knowledge and flexibility I have been presented with. Although the whole team at The Mall, Clifton have been extremely good and the service very cost effective, my personal contact, Rebecca, has taken client centred care to the next level. I can’t praise this service highly enough. MH – Clifton Village

25/10/2018
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Star Star Star Star Star

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
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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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