wills

Having a valid Will means that your estate, assets and property will be gifted and distributed to those that you wish to benefit after your death. 

It must be made by yourself, have executors/trustees and be validly executed. 

This can be a single Will or a single with a mirror Will whereby your spouse/partner has an identical Will to yourself.

Estate planning & trusts

Trusts and estate planning aim to protect your assets for the beneficiaries, of which there are several including but  not exclusively,

• Bereaved Minors Trust,

• Bereaved Young persons Trust,

• Disabled Persons Trust, 

• Relevant Property Regime Trusts,

• Discretionary Trusts,

• Interest in Possession Trust,

• Property Protection Trust and Flexible Life Interest Trust. 

• Trusts can also be for tax purposes (though not the avoidance of).

Lasting Power of attorney

There are two types of LPA, the Financial and Property, which can be valid from the time of registration as well as when capacity has been lost and the Health and Welfare which is only valid once capacity has been lost.

They are legal documents that allows a person (the donor) to appoint someone they know and trust to make decisions on their behalf, should they become unable to do so in the future. 

This person making the LPA is the donor and the persons your nominate to handle your affairs are referred to as attorneys. 

It enables the donor to choose who they wish to make their decisions on their behalf and how they want them made when they have the capacity to do so. 

The alternative is going to court to obtain Deputyship which would involve solicitors and can be costly and time consuming.