Our Services

Our Services

Our Services

We offer estate planning including wills, lasting power of attorney, property and asset trusts and pre-paid funeral plans and are based in Barry, South Wales. We cover the whole of the Vale of Glamorgan, Cardiff, Newport and Bridgend.

Wills

A legal document that specifies who inherits what; A properly drafted a Will can avoid complications and disputes after you die.

Don’t die intestate – Without a Will! Intestacy rules are lengthy and complex and could result in those who you had hoped to benefit from your estate missing out, as the courts may decide who gets what.

Lasting Power of Attorney

A legal provision that enables you to appoint someone to make decisions on your behalf should you lack mental capacity sometime in the future.

There are two types to consider:

  • Financial
  • Health and Care

With 1 in 14* people over 65 now suffering from dementia, it’s good to have a plan. (*source: alzheimers.org.uk, 2014.)

Property Trust and Severance of Tenancy

This Trust would be created whilst living, usually by dividing property ownership 50/50. Here upon first death their share of the property is placed into the trust and administered by the appointed Trustees.

The will specifies who is to be the ultimate beneficiary of this share in the property. The surviving partner, under the terms of the Trust, has the right to remain living in the property for the rest of their life. On the death of the second partner the Trust comes to an end and the property passes absolutely to the beneficiaries. The surviving partner does not own the deceased’s share of the property, therefore it does not form part of their estate.

Asset Trust

A Will can only dispose of the assets at the date of your death. An Asset Trust is specifically designed to protect your assets for you during your lifetime. They enable your estate to be passed on securely and intact to your spouse, your children and their bloodline, or other named beneficiaries, after your death.

Following death the Trust continues to work to protect your assets for your beneficiaries. It can continue to hold the assets safely, or pay them out to the specified beneficiaries. In fact a Trust has the potential to continue protecting your family for 125 years from the date it was created.

 

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