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

“I have been delighted with the service provided by AMD solicitors – I have used them over many years on several commercial projects and more recently for domestic conveyancing. Every one that I have had the pleasure of dealing with is transparent, straight forward and they speak ‘Plain English’, something the industry is not typically known for. I really value that I can pick up the phone knowing that all of my legal requirements can be dealt with in one place by a team of true experts. Highly recommended”.

01/02/2023
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Star Star Star Star Star

Laura at AMD assisted me when purchasing my first property. She was clear and helpful throughout the process. Nothing was ever an issue and I always felt reassured throughout the process. AMD Solicitors were recommended to me through a friend and I will also be recommending friends going forward.

18/02/2020
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TALK TO OUR SOLICITORS

Florence Pearce

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

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Kate Walsgrove

Associate and Deputy Head of Private Client Henleaze

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Sarah Burgess

Associate, Head of Shirehampton Office and Deputy Head of Private Client Shirehampton

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Simone Chamberlain

Senior Probate and Trust Executive

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Anne Tamlyn

Senior Probate and Trust Executive

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Zoya Ustado

Private Client Paralegal

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Michelle Bird

Senior Private Client Secretary and Head of Private Client Support Team

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