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
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.
The Henleaze team at AMD carried out three conveyances for us last year, and we were delighted with the speed and efficiency of every aspect. One of the transactions required a lot of detailed work, and we were really impressed with the apparent ease, and calmness, with which everything was handled. In addition, our conveyancing executive was delightful to work with, which made the experience positively enjoyable. An unhesitating recommendation.18/02/2020
“Very many thanks for all of your services and advice over the years. Always excellent”28/08/2020
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