Throughout the UK many people unfortunately pass away without making a will or without any inheritance planning. At the time when emotions run high, the uncertainty about your final wishes and financial protection you want to leave to your family can cause major problems. Most importantly failure to plan in later life can expose your loved ones to adverse tax implications.
Healys Solicitors’ Private Client Team knows the value of the personal service that it provides to our clients. We have friendly, approachable staff and ensure our clients receive best advice.
We are always happy to discuss post-death issues with any potential new client, and we will endeavour to call you back at the earliest opportunity should you so request.
In order to make sure that your chosen beneficiaries, whether they are family, dependents or charity, are provided for in the most tax efficient way our specialised and experienced team will undertake a full assessment of your needs, assets and financial assets including international assets. All these considerations are taking into account in preparation in writing your will.
The team will advise on:
- Marriage, civil partnership and non-conventional family units
- Tax reliefs, exemptions and nil rate band discretionary trusts
- Establishing trusts and other complex structures
- Pension death benefits and life assurance proceeds
- Complexities around residence and domicile status
- Protecting young family members or those with a disability
- ‘Living Wills’ and Advance Directives
We endeavour to give advice on potential tax-saving devices and financial planning. We have also a list of selected business contacts from independent financial advisors, accountants and wealth managers to assist you.
For more information on our services or to have a free consultation please contact one of the team on 01273 685888 or email privateclient@healys.com.
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