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The department provides a
comprehensive legal service for a growing private client base including:
• Preparing
enduring powers of attorney -
this is a legal document that enables an individual to appoint
others to deal with their property and financial affairs.
• Transfer of property
from elderly people to their children
- sometimes parents feel that they need to transfer their property
to their children. We can advise on whether it will achieve
the desired effect.
• Making a will
- essential if you wish to decide who should benefit after your
death. Guardians may be appointed, provision made for co-habitees,
friends, charities and distant relatives, and inheritance tax
planning measures incorporated.
• Forward planning with
a view to saving inheritance tax
- if the total value of your combined estates is more than £263,000
we can advise on the steps you should take to mitigate future
liability to this tax upon death.
• Obtaining probate and
dealing with the Administration of Estates
- we have a wealth of experience in dealing with estates and
Partners of the firm are often appointed as Executors. We can
assist you in the administration, which can be time consuming
and complex.
• Advice upon the death
of someone who has not made a will
- there are strict, complex rules on who benefits from the estate
of an individual who dies without leaving a will. This is a
good reason for making a will.
• Dealing with claims by
unmarried partners - to ensure
that your partner benefits from your estate after you die, you
need to make a will. However, the law does give assistance,
in certain circumstances, to co-habitees or dependents in the
absence of a will.
• Disputing wills
- a will may be challenged where an individual was not capable
of understanding their action, came under improper pressure
or influence, or where the correct legal procedure was not followed.
• Creating and administering
trusts - you may wish to establish
a trust to benefit young children or your grandchildren as part
of a wider review of your affairs, or a discretionary trust
as part of an inheritance tax planning exercise.
• Applications to the Court
of Protection - we can assist
in an application to the court to appoint someone to look after
an incapacitated persons' affairs if they are unable to appoint
someone themselves.
Elin handles probate and trust work for
a significant private client base and has developed an excellent
reputation in this area. In addition she is an Associate Member
of Solicitors for the Elderly and is on the Court of Protection
Panel of Appointed Receivers.
Sarah has a wealth of experience in
handling Wills, Probate and Estate Planning. She is an Associate
Member of Solicitors for the Elderly and a Student Member of the
Society of Trust and Estate Practitioners.
Paul studied Law at Swansea
University and completed his LPC at the University of the West
of England in Bristol. He undertakes a range of work in relation
to Wills & Probate and Court of Protection matters
Alia is a trainee solicitor in the Wills & Probate Department. She studied her law degree at the University of Wales Swansea and her LPC at Cardiff University. Alia undertakes a variety of cases in the department.
