Services designed to meet your needs
Everyone is different and even between married couples, wishes may vary.
These are typical age related 'need' scenarios: -
18-25
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Basic will to simplify affairs
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Guardianship appointment
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Lasting Powers of Attorney if poor health is an issue
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Receiving an Inheritance
25-45
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Basic will to simplify affairs
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A more complex will if Property is owned
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Guardianship appointment
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Lasting Powers of Attorney if poor health is an issue
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Property ownership issues
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Use of Trusts
45-60
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Inheritance Tax concerns
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Basic will to simplify affairs
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A more complex will if property is owned
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Property ownership issues
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Guardianship concerns if you have grandchildren
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Use of Trusts
60+
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Care Fee concerns
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Inheritance Tax concerns
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Basic will to simplify affairs
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A more complex will if property is owned
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Property ownership issues
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Guardianship concerns if you have grandchildren
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Use of Trusts
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Probate delays & costs
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Gifting to Registered Charities
WHAT PEOPLE SAY
“Steve set up our wills and our Lasting Powers of Attorney saved me loads of money”.
— Linda, Ilkley