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Estate Planning

Estate planning is the foundation of your family’s future.

We provide expert professional advice and guidance to our clients and help them to protect their assets and businesses for their family through our Wills and Power of Attorney services.

Every family is different and as every estate is unique we will create a plan that works for you and what you want to achieve.

Today is the opportunity to plan for the tomorrow you want.  Please contact us and let us work on your future together.

Wills

A Will is a formal legal document that outlines how a person’s assets are to be distributed after their death and specifies care arrangements for any young children. Making a Will is essential if you wish to protect your assets for your family and to ensure that decisions affecting your loved ones are made by you.

We will walk you through every aspect of writing your Will to make sure your wishes are completely fulfilled.

We will arrange to meet with you to discuss and explain all the relevant issues, preparing the Will, arranging for the Will to be signed and witnessed, then providing a copy for you.

estate planning

Lasting Power of Attorney

A ‘Lasting Power of Attorney’ (LPA) is a legal document that lets you appoint someone you trust to make decisions on your behalf in the event that you become unable to make decisions for yourself.

The person who makes the LPA is known as the ‘donor’ and the person given the power to make decisions is known as the ‘attorney’.

There are two different types of LPA:

  • Property and Financial Affairs covers decisions about money and property
  • Health and Welfare covers decisions about health and personal welfare
power of attorney

Property and Financial Affairs LPA

Allows you to appoint someone to manage your property and financial affairs. This can be used while you still have mental capacity or you can state that you only want it to come into force if you lose capacity and can cover things such as:

  • buying and selling property
  • paying the mortgage
  • investing money
  • paying bills
  • arranging repairs to the property

You can restrict the types of decisions your attorney can make, or let them make all decisions on your behalf.

If you’re setting up an LPA for Property and Financial Affairs, your attorney must keep accounts and make sure their money is kept separate from yours. You can ask for regular details of how much is spent and how much money you have. These details can be sent to your solicitor or a family member if you lose mental capacity. This offers an extra layer of protection.

Health and Welfare LPA

Allows you to appoint someone to make decisions about your personal welfare and healthcare.  This covers health and care decisions and can only be used once you have lost mental capacity. An attorney can generally make decisions about things such as:

  • where you should live
  • your medical care
  • what you should eat
  • who you should have contact with
  • what kind of social activities you should take part in.

You can also give special permission for your attorney to make decisions about life-saving treatment.

Our fee includes meeting with you to discuss and explain the relevant issues, preparing and, where possible, certifying the LPA.  We can also arrange for the LPA to be signed and witnessed and carry out all the necessary Court applications / notifications up to and including the final registration of the LPA.

For more information about our estate planning services or to arrange a consultation, please contact us by telephone, email, or by completing the callback form.

Schedule an online appointment with us using our bookings page

anro financial planning
Let us work on your future together

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    The Financial Conduct Authority (FCA) does not regulate wills, lasting powers of attorney or tax and trust advice