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

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“AMD Solicitors provided a prompt, professional, and highly efficient service. I needed a signature witnessed by a solicitor on short notice, and they accommodated me with an appointment by the end of the week. The entire process was handled smoothly and with the utmost professionalism. I would highly recommend AMD Solicitors to anyone in need of legal services”.

04/12/2024
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“Our recent house sale and purchase was handled by Rebecca at AMD – Conveyancing Solicitor par excellence.
We were extremely impressed by Rebecca’s professional and highly efficient approach. Many thanks too to all AMD staff that we dealt with, who were without fail very friendly and helpful”.

February 2022

23/02/2023
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“Well, it’s been a few weeks now since we conclude the separate purchase and sale for my father’s move to a St Monica Trust property.

Amanda and Laura at AMD were quite superb; Amanda led the process expertly with knowledge of the unique SMT processes but Laura was there to support any time Amanda wasn’t available. It all worked seamlessly and they took any potential stress out of the situation.

They were friendly, knowledgeable and efficient and gave reassurance just at moments that might cause panic! We were thrilled with our choice for conveyancing. Also a special mention for Jo who was our first point of contact and identified how AMD could help when I first enquired.

What a great team. Thanks AMD!”

10/12/2024
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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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Anne Tamlyn

Senior Probate Executive

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Zoya Ustado

Private Client Solicitor

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Sarah Trigg

Trust and Estate Practitioner

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Ian Coules

Private Client Solicitor

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Dominik Zalewski

Private Client Paralegal

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Hermione Farmer

Private Client Paralegal

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