Many of our ciients have significant assets, and it is very important to consider how these assets
should be passed on to the next generation. At Alan Simpson & Co we have for many years been helping individuals realise a two-fold ambition:
To protect their Wealth and pass their wealth on to the next generation without jeopardising their own financial security.
We specialise particularly in giving advice to elderly clients.
We can help with:
- Wills and related Inheritance Tax Planning
- Probate and Estate Administration
- Trusts Creation and Administration
- Lasting Powers of Attorney
- Care of the Elderly Issues (including care fee concerns)
Wills
A Will is something most people have heard of but only few people understand.
lf you,don't make a Will your family or friends may not benefit, but rest assured the taxman almost certainly will.
Whilst advising on the tax efficiency of Wills, we also examine the ways of maximising the use of available tax reliefs, exemptions and allowances, through sound practical advice.
Probate
When there has been a family bereavement, there is much to be organised at a very difficult time. We aim to keep the process of Probate work as simple as possible, providing high level professional advice with client care at the forefront of our work.
Trusts
Establishing a Trust is often an excellent way to deal with the transfer of assets and to reduce tax liabilities. We can advise about the most appropriate type of Trust for your needs.
Lastinq Power of Attorney
A lasting power enables people to decide, who they would like to deal with their affairs, should they become incapable because of illness or accident. A power can be of immediate effect if desired.
Living Wills
A Living Will informs medical professionals and your chosen next of kin about the types of treatment you wish to refuse if you are too ill to express your wishes. It gives you the assurance that your wishes will be respected.
We have many years of understanding and experience in dealing with the needs of elderly clients and would encourage as much forward planning as possible.
Please contact our Wills & Probate Department on 01268 745406 or via email at info@alansimpson.com for more information. |
