Individual
Wills, Powers of Attorney and planning for what comes next.
Succession planning, Wills, Powers of Attorney and general advice on personal and family issues, tailored to you.
Succession planning
Planning for an individual or a business is not always straightforward, and we recognise there is no "one size fits all" approach. We give advice tailored to your circumstances and your business, and dovetail it with appropriate tax advice.
Succession planning applies to businesses and individuals alike, and when we undertake it we always recommend a review of your own Will and Powers of Attorney.
Wills
Whoever you are, you should have a Will so that the people you want to inherit your belongings and assets do. We often meet clients who tell us "I must get my Will updated" or "I've been meaning to make a Will now that I have children". It is important that your Will reflects your current wishes and circumstances.
Making a Will really is a straightforward, relatively inexpensive process that can be completed in a short space of time for most people. It means your family is provided for in the way you would wish, and it spares them added heartache and cost at what will undoubtedly be a difficult time.
Powers of Attorney
Granting someone you trust the legal right to act on your behalf when you are no longer able to is becoming almost as important as having a Will.
When we ask people "do you have a Power of Attorney?" the reply is often "no, I don't need that yet". It is not something to leave until you think you may be starting to lose capacity. If that situation does arise, you and your family should be able to focus on your health, not on whether the bank will let your partner access your account or your broadband provider will let them make changes.
A Power of Attorney is a document we recommend everyone has in place now. We sincerely hope it is never required, but we don't know what is around the corner, and it is best to prepare for the worst and hope for the best. We can help you prepare a personal Power of Attorney appointing people you trust to act on your behalf, if required.
Free download
Power of Attorney information leaflet
Our printable guide (PDF), also available to pick up from the office.
Your questions answered
What is a Power of Attorney?
Can my husband, wife, partner, children or business partner not just make decisions for me?
Who should I choose to be my Attorney?
What types of Power of Attorney are there?
What happens once it has been signed?
What will it cost?
What happens if I die without a Will?
For more information or advice, contact us or call 01556 502 764.
Get in touch
Talk it through with us
For an informal discussion about your requirements, call the office or send us a message. We can meet at The Old Exchange, or visit you at your home or place of work.