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

Going into divorce proceedings is a daunting process, especially for someone who has very minimal knowledge of the workings and processes it entails. If you are in this position, I can’t recommend the services of AMD Henleaze and particularly Jo Morris enough. For me, Jo has provided experience, clarity and has been very approachable. After my very first meeting with Jo I thanked her for being “comforting” at the start of an intimidating journey and I feel that sentiment still applies now an outcome has been reached.

 

13/11/2019
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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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Star Star Star Star Star

My partner and I used AMD Solicitors to assist in the purchase of a property as first time buyers. The service that they provided us with was outstanding. We were kept up-to-date on every step of the process and any queries were dealt with promptly. Whenever I called the office, I got to speak with who I needed to and they were always happy to help.
AMD made the whole process easy to complete and I feel that the service I received was great value for money!

07/09/2019
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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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