Frequently Asked Questions
Frequently Asked Questions
Why should I make a Will?
A professionally drafted will ensures that your estate is distributed according to your wishes, reduces the risk of family disputes, and can be structured to minimise tax liabilities. Without one, your estate will be governed by the rules of intestacy — which may not reflect your intentions and could result in children inheriting at age 18.
How often should I review my Will or estate plan?
We recommend reviewing your will every 3–5 years or following any major life event — such as marriage, divorce, the birth of a child, a change in financial circumstances, or acquiring property abroad. We also recommend reviewing your Will in light of significant changes to the Inheritance Tax laws.
What is a trust, and do I need one?
Trusts are legal arrangements that allow assets to be held and managed by one party for the benefit of others. They are useful for protecting family wealth, controlling succession, managing tax liabilities, and providing for vulnerable beneficiaries. Whether you need one depends on your goals, family structure, and asset profile — we can advise you accordingly.
What are Lasting Powers of Attorney (LPAs) and why are they important?
An LPA allows you to appoint someone you trust to make decisions on your behalf if you lose capacity. There are two types — one for property and financial affairs, and another for health and welfare. Without an LPA in place, your loved ones may face delays and the expense of applying for a court-appointed deputyship.
How much do your services cost?
We offer transparent pricing tailored to the complexity of your matter. Our usual practice is to charge on an hourly rate basis, providing an estimate of fees for each piece of work, with a clear breakdown of costs.
Do you work with other advisers, such as wealth managers or accountants?
Yes; we firmly believe that collaborating with clients’ existing professional teams is the best way to ensure a cohesive and strategic approach to estate planning, tax efficiency, and asset protection. We also have a network of local advisers we can recommend, should you require this.
Can we arrange an initial, no obligation call?
Absolutely. Please use contact us page to get in touch. We can arrange an initial call, so that we can discuss whether our services are right for you.