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There has never been a better time to get your affairs in order



Making a Will is never high on our list of priorities, after all none of us want to dwell on what would happen if we weren’t around – but if the last few weeks have shown us anything it’s that life can certainly be unpredictable. So, it’s never too soon to think about putting safeguards in place to protect your loved ones.

Making a Will is easier than you think

Depending on your circumstances, the starting point could simply be a matter of listing what you own and your wishes on what you would want to happen to those things should something happen. That can form the basis of your Will.

We’ll happily have an informal, no obligation discussion with you by phone to address any concerns you may have and to get you started. We can provide all the information you need to make informed choices and decisions, and answer any questions you have that relate to you and your specific circumstances.

At the moment we are all working remotely to protect our clients and staff but we have systems in place to enable us to communicate with you in whichever way you are most comfortable, including phone, email and video. We can also advise you on how to have your Will witnessed and be compliant without having to come into direct contact with others, even though it is still a requirement to have two people (who are not beneficiaries in your Will) witness your signature.

Make sure you choose who looks after your affairs when you can’t.

A Power of Attorney is a legal document which enables you to appoint someone to manage and make decisions about your affairs in the event that you are unable to do so.

There are different types of power of attorney for different purposes but the most well-known is the Lasting Powers of Attorney (LPA). There are two types of LPA: One for property and finance and one for health and welfare. We would be happy to discuss the various options with you to ensure you put in place the right one for you.

One of the benefits of having an LPA in place is the reassurance of knowing that in the future, if you are no longer able to make decisions for yourself, you have appointed someone you know and trust to make those decisions for you, giving you and your loved ones peace of mind.  Think of it as a type of insurance policy – in place to be relied on if and when needed.

So if you want to take control of your affairs and make a difficult time a little easier for those you love call our Private Client team today on 01225 750 000 and let’s get things sorted.

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