Estate and Succession Planning

For many the thought of making a Will is morbid and something to put off until later in life. However arranging your affairs may ease the emotional burden on your loved ones and enables you to plan ahead and avoid unnecessary problems and possibly reduce your liability for Inheritance Tax. 

Our specialist Lawyers provide a personal service aimed at ensuring your wealth passes to those you want to provide for. 
 
Through an awareness of your circumstances we can guide you in making a Will and plans that are tailored to your requirements.
 
Our services will help you avoid any potential pitfalls by making you aware of:
 
- Who your assets would pass to if you did not make a Will. 
- Your options in choosing the people who will deal with your affairs (your Executors). 
- The lack of rights of an unmarried partner. Unmarried partners have no  rights under the laws relating to intestacy. 
- Any potential Inheritance Tax liability and potential ways to mitigate it. 
- Identifying potential claims against your assets or challenges to your Will. 
- Creating Trusts to restrict beneficiaries having absolute access to your assets.  
 

Even if you have made a Will your circumstances may change and a periodic review is recommended.  Depending on your details amendments to existing Wills may be carried out without unnecessary complication or cost.  Harrisons also offer free and safe storage of you Will. 

We can visit you at your home or place of business if you are unable to come to our offices.

Powers of Attorney are also an important aspect of planning for unforeseen eventualities. An Attorney is a trusted person you appoint to deal with your affairs should you become unable to do so yourself either mentally or physically. Should you become incapacitated and not have appointed an Attorney there is a risk that your assets and finances may become frozen and unable to be used to pay for your needs. Our dedicated team are able to advise on all aspects of Powers of Attorney, Living Wills, Trust and funding care home fees.

Should you want to discuss any aspect of these issues or obtain an estimate of our charges please contact either:
 

Welshpool Office: Rebecca Easthope  rebeccaeasthope@harrisonsllp.com or Coral Milborrow coralmilborrow@harrisonsllp.com both on 01938 552545

Newtown Office: Sian Davies on 01686 625134 or siandavies@harrisonsllp.com

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