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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.
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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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