Wills and Probate        

Please complete a Wills Instruction Form 

The importance of making a Will cannot be over-stressed. Each will is tailor-made for the client, taking into consideration his or her personal financial circumstances, family and commitments and the possible incidence of taxation and in particular Inheritance Tax. 

After a death it is important to those who are left behind that the estate is administered with sympathy as well as with efficiency. 

It involves obtaining valuations of all the assets of the estate, agreeing the tax liabilities, applying for the Grant of Probate (or letters of administration in the event there is no Will) and then with the benefit of that Grant gathering in the assets of the estate and administering them according to the Will or according to law of Intestacy as the case may be. In some cases a trust may arise under the provisions of a Will or Intestacy and that trust could last for many years. It will normally require the advice and assistance of a solicitor and in many cases a skilled independent financial adviser, to whom we can refer you, if you wish. 

In dealing with the personal affairs of clients it is appropriate to mention Lasting Powers of Attorney and Court of Protection Orders. These are normally granted to enable relatives, friends or professional advisers to administer the affairs of elderly or infirm persons who, for whatever reason, are unwilling to manage their own affairs.

Contact : Geoff Simcox  

 

 

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Simcox Associates Solicitors, 14 New Bond Street, Bath, BA1 1BE, United Kingdom.
Tel:44(0)1225 401 200 :: Fax:44(0)1225 446 913 :: email: info@bathlaw.com