Personal Estate Planning

The Personal Estate Planning team advises on a range of services including Wills and Probate. We aim to be professional, friendly and approachable. Each of our clients comes to us as an individual, often at times of emotional distress and it is therefore impossible to adopt a "one size fits all" approach. We therefore offer a bespoke service tailored to your own circumstances from inception to conclusion.

We can offer advice and assistance in the following areas:

Wills and Codicils

Powers of Attorney

Trusts

Inheritance Tax and Estate Planning

Probate and the Administration of Estates

Making future provision for your family through a carefully structured Will is the best way to ensure that as much of your estate as possible is distributed to your chosen beneficiaries. Making sure that this happens is how the Pellys RJP Personal Estate Planning Team see their role. We offer clear advice on making Wills and setting up trusts to minimise any tax liabilities, we also ensure that through regular contact with our clients they are kept appraised of tax changes that may necessitate amendments to their Will in order to retain its tax efficiency.

Because tax issues are now a prime concern when creating a will, the Pellys RJP Personal Estate Planning Team will work with your financial advisor and accountant if appropriate to provide comprehensive and effective advice designed to help you anticipate potential problems. We can also review your present estate arrangements and provide you with a full report in relation to the estate planning issues relevant to you.

We give specialist advice and support in Power of Attorney and Court of Protection cases, and in managing the affairs of older clients, particularly in cases of deteriorating mental capacity.

Finally, we know that legal complications are least welcome at times of emotional distress, and our first concern is to provide practical advice and support in dealing with affairs when someone dies. We can help take care of the administration of the estate and relieve you of additional burdens at a difficult time.

Useful Links

Why to write your Will well by Jeremy Davies - Cambridge News

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