Lifetime Planning

Planning for the future is very important, although we often all leave things too late. It is difficult to place a value on peace of mind.

Here are just some of the things we can advise you on:

Lasting Power of Attorney:

A Lasting Power of Attorney allows you to appoint one or more people to manage your finances and property if you are unable to manage them yourself. You can also make a Lasting Power of Attorney to appoint one or more people to make decisions about your health and care in the event that you are unable to make those decisions yourself in the future. It is possible to include conditions and guidance in the document to ensure that your wishes are followed. Both of these documents must be made while you are still mentally capable of understanding and signing them so don't leave it until it is too late.

Inheritance Tax Planning:

When trying to minimise the inheritance tax payable on your estate by your beneficiaries, there are many different options, depending on the circumstances. Subject to your particular situation, the size of your estate and various other factors, we can provide you with a list of options and their pros and cons.


A Trust is a fund which contains assets that are controlled by you and/or a nominated third party for the benefit of a specific individual(s). They are governed by complex legal regulations and separate tax rules. A Trust can be set up at any time during the lifetime of an individual to become operative immediately or following their death. Find out more about what a Trust can do for you.

Court of Protection:

If a member of your family or close friend no longer has the mental capacity to manage their finances or property and they have not made a Power of Attorney, you can apply to the Court of Protection to be appointed as their Deputy to manage their affairs or their behalf. Speak to us about the costs and procedure.

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Lisa Oldham
Head of Private Client