We can assist you in arranging your personal and financial affairs both today and for the future.
We can advise you on any decisions you may need to make about financial matters for yourself or someone else and assist you in times of personal difficulty.
Making a Will or a Trust is your opportunity to ensure your assets pass to the people you wish to receive them. Get it right and you can reduce the amount of tax you might otherwise pay. It is also important to think about how setting up a Lasting Power of Attorney might help if you become unable to manage your affairs due to illness or infirmity.
We can help you with the following:
- Probate and the administration of estates including;
- Disputed probate issues
- Estates with foreign assets
- Intestacy (where a person dies without a valid will)
- Deeds of Variation
- Lasting Powers of Attorney for both financial and health & welfare matters
- Registration of Enduring Powers of Attorney
- Court of Protection applications for financial and health & welfare matters
- Advising elderly clients on matters including;
- Information on care at home
- Claiming benefits
- NHS continuing healthcare funding
- Financial abuse of vulnerable people
- Will Aid
- Wills for singles and couples
- Wills incorporating trusts for special circumstances
- Statutory wills for people who have lost capacity
- Wills restricted to English assets only
- Wills covering worldwide assets except assets in specific countries
- Wills incorporating charitable gifts
- Inheritance Tax planning
- Forming a new charity
- Steps to starting a charity
- Changing the structure of an existing charity
- Legal audit for charities
Trusts – why should you have one?
Trusts are ideal for passing on your wealth to your family and loved ones whilst mitigating your tax liability. Trusts can also protect your assets from divorce or bankruptcy, or they can simply give you the flexibility you need to be able to adjust to changing family landscapes over the years.
What is a trust?
A trust is a legal arrangement where trustees hold assets on behalf of specified beneficiaries or classes of beneficiaries. Often, these are beneficiaries who are unable to look after their own affairs, because they are too young or they are vulnerable.
Finding the right trust for you
Whilst trusts are valuable tools in your armoury, they do need to be set up in the correct way and provide the right type of protection. If the type of trust structure is wrong, or the trust is unsuitable for your circumstances, then you may be storing up expensive problems for the future.
Forming a new charity
Starting a new charity can be a daunting task but, if you have legal advice from the outset, this will not only ensure that you are on the right footing from the beginning, but it will also pre‑empt any issues you might face further down the line as your charity grows.
Steps to starting a charity
Our experts can take you through the process of choosing the right legal structure, choosing who the first trustees will be, navigating the registration process with the Charity Commission (and also Companies House if you are establishing a charitable company), and much more.
Changing the structure of an existing charity
We can help you to restructure your existing charity if your current arrangements are no longer fit for purpose. We are here to steer you through periods of significant change, and can advise you on key strategic decisions such as merger or partnering.
We offer a legal audit for charities
We offer trustees the opportunity to have a legal audit of their charities. Our specialists can review the main areas of your charity’s activities and identify areas where the charity is at risk or remedial action needs to be taken.
Get in touch
For further information or to arrange an appointment with one of our solicitors please call us on 0118 958 9711 or email our Private Client team on [email protected]. We can meet you at our offices in Reading, Berkshire, but please let us know if Reading is not convenient for you as we can arrange to meet you at your home.
Making things simple
Our Private Client team, headed by Hilary Buckle, can unravel the complexities and ensure that everything is in order both during and after your lifetime.
With the help of fellow Partner and Solicitor Charlotte Fox, Hilary and her team can give you advice on a wide range of personal and financial matters, including planning for future care and advising on difficult probate matters.