Wills

We know that many people are reluctant to make Wills, and our goal is to make the preparation of your Will as friendly and clear as possible. We help you to find the best solution for documenting your wishes.

We can assist you with tax-saving Wills. Whether you wish to leave your estate to your spouse, children, friends or charity, our Solicitors can prepare a Will that meets your precise needs.

We are aware that many people wish for a copy of their Will to be kept in a safe place. For this reason, we are able to store your signed Will for you if you wish and give you a full copy to retain.

We can advise you with regard to the use of Trusts in Wills as part of Inheritance Planning, both to minimise tax liabilities and as a way of controlling what happens to wealth and property after the owner's death.

Elderly Clients and Powers of Attorney

In addition, we deal specifically with the needs of the elderly client. This includes visiting the Client at home to discuss his/her affairs. For example, we can prepare Powers of Attorney to assist with your general ancillary affairs including advice regarding the Attorney; help with a property move and a move into full-time care if this becomes necessary.

We also have a dedicated team which specialises in the needs of elderly clients. This can include arranging for a member of our team to visit you at home to discuss the management of your affairs. If you fear losing control of your assets as you grow older, we can assist you by discussing the preparation of a Lasting Power of Attorney for you so that someone you trust will always be safeguarding your best interests. We will then work side by side with you or your designated Attorney to provide for your best interests. We will also ensure that, should you need to move into a care home, your finances and benefits are appropriately managed on your behalf.

We can assist you with:

  • Preparing and drafting your Will;
  • Preparing for Inheritance Tax and Capital Gains Tax;
  • Tax-saving Wills;
  • Setting up a Trust in your Will to care for e.g. minors;
  • Advising you on how to most efficiently dispose of your Property in your Will;
  • Elderly client care;
  • Lasting Powers of Attorney;
  • Deferred payment of care home costs;
  • Claiming Attendance Allowance;
  • Living Wills/Advance Decisions.

Solicitors/Legal Staff

People at Stone Rowe Brewer who deal with Wills:

Leaflets