Caring for others, caring for the elderly
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.
PRACTICE AREAS
What our Clients say
“We wrote our new wills with the assistance of Brenda Smyth at AMD solicitors in Henleaze. Brenda was extremely helpful and took the time to explain all the elements of the new wills to us, and carefully explained what would be in our best interests. Highly recommended”.
20/12/2024
“I have nothing but positives to offer for the work that Laura and Jo put into our slightly complex situation.
They’ve been thoughtful, courteous and kind throughout.
Transparency is always our preference, and they’ve shared their dilemmas and welcomed ours in the most helpful way possible.
I have no hesitation in recommending”
“Laura Wilkinson and Jo McGrath were excellent. Explaining things clearly, always ready to speak and to adapt to our situation. Nice to be able to pop in and see them too. Can’t praise them highly enough. Thanks.”
08/04/2026TALK TO OUR SOLICITORS
Florence Pearce
florencepearce@amdsolicitors.com
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Raquel Marvani
raquelmarvani@amdsolicitors.com
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Michelle Bird
michellebird@amdsolicitors.com
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