Overview

When dealing with important matters such as the ongoing consequences of death or possible incapacity, it is important that you work with a professional who you can trust. The right person can help safeguard your financial security and ensure a smooth transfer of wealth from your generation to the next.

At Geoffrey Leaver, we begin by ensuring we understand your lifetime goals before putting together a plan that protects you and helps mitigate the effects of inheritance tax. This includes the preparation of tax-effective Wills and Trusts. Following death, we can advise on the ability to change the distribution of an estate in order to reduce the inheritance tax that might otherwise be payable.

Our plan will help protect your wealth during your life, minimise any potential future problems and, on your death, ensure a simple process for your beneficiaries.

Our specialist services include lifetime planning and, following death, support to executors and beneficiaries of Wills. We also have extensive experience in dealing with the financial affairs of those with disabilities and in advising their families.

Our services include:

• Making a Will
• The Administration of an Estate/Probate - the process when someone dies
• Inheritance Tax Planning
• Wills & Estate Disputes
• Powers of Attorney - you appoint someone to act on your own behalf
• Court of Protection/Deputyship - the Court appoints someone to act on behalf of a person who is incapable of dealing with their affairs
• Protecting Property Interests

We believe estate planning is critical whatever your age and whatever your circumstances. With our experience and expertise you can feel safe in the knowledge that you are prepared for every eventuality.

To discuss how we can help you please email Nick Scott or call us on 01908 692769.