Protecting your loved ones
Wills, Trusts and Probate
professional, helpful and sensitive
What can we do to help you to put your affairs in order, to give you and your family peace of mind? That is our first and paramount consideration.
Wheelers LLP has had a specialist Private Client department since the firm was first established in 1978. Over this period we have advised and assisted hundreds of clients and their families to deal with, often complex, legal questions about their property, assets and financial affairs.
How we can help:
Wills - The future wellbeing of your family may depend on you having prepared an effective and legally binding Will. If you do not make a Will your property and other assets may not pass to the persons you would have wished to benefit from them. Using our specialist knowledge of property, trusts, and tax law, we can help you cater for a number of different possibilities.
Tax and Estate planning - Tax law is complex and forever changing. We can advise you on the best way to plan ahead and to arrange you tax affairs during your lifetime to minimise the eventual Inheritance Tax payable.
Trusts - We can advise you on setting up all types of trusts whether to safeguard assets or protect vulnerable beneficiaries as well as the benefits and implications of doing so. If you are a Trustee we can also advise you of your duties and obligations as a Trustee and assist you with the administration of the trust.
Probate and Estate Administration
If you have been appointed under a Will as an Executor you may feel overwhelmed by the amount of work involved in dealing with an estate. We can deal with the application for the Grant of Probate and if required the ensuing administration of the estate.
We are normally able to provide you at the outset with a firm no obligation estimate as to the cost involved.
Help for Personal Representatives - Personal representatives are the people named in a Will to act as the executors, or the next of kin of someone who has left no Will. Being a personal representative has heavy responsibilities and can be legally difficult.
Lasting Power of Attorney - Have you considered who would manage your affairs if you became mentally incapable of handling your own affairs?
Court of Protection - If a relative has not executed a Lasting Power of Attorney before becoming mentally incapacitated, we can assist you with an application to the Court of Protection to be appointed as a Deputy to manage their financial affairs.
Care Home Fees - . Simply transferring the ownership of your home to your children is no guarantee that your house is protected from being used to pay for fees. We provide advice and practical help on dealing with this sort of situation.
Phyllis Tuckwell Make a Will Fortnight
Wheelers recently took part in Phyllis Tuckwell’s Make a Will Fortnight (12-25 September 2016). We are proud to announce that we raised £1,900 towards helping Phyllis Tuckwell support and care for people living with terminal illness.
Contact Jonathan Jacobs, Tsyrina Tan or Karin Cox-Putker for further information, or to arrange a meeting. A free initial interview of up to half an hour may be available to you to meet us and find out whether we are able to assist you. In all cases we will give you an indication of the level of costs likely to be involved and details of relevant charging rates.