Family assets, no matter how modest, need to be protected in order to provide security and as income in your retirement and, eventually, to be passed on to your chosen heirs without delay. Our specialists will guide you through the considerations in all areas of Wills, Probate and Trusts.

In addition to being sure that your financial affairs are in good order, proper planning can reduce the likelihood of family disagreements and ensure taxation, in your lifetime and on your estate is kept to a minimum.

wills and lasting powers of attorney - protecting your assets:

A will is usually simple and inexpensive to draft and we encourage all our clients to have theirs prepared. It saves time, money and distress for your next of kin to have clear instructions regarding your wishes. On receipt of your instructions, our department can prepare your tailor made Will quickly and efficiently. A Will is a tax planning tool and our experts can give you information that could save you thousands of pounds in inheritance tax.

A Lasting Power of Attorney can be invaluable in allowing you to appoint another person(s) to deal with some or all of your financial affairs when you may not wish to deal with them yourself, or may be physically or mentally incapable of doing so.

Why not contact us now to discuss your requirements

probate

Probate is the process by which the deceased's executors apply for authority to handle the deceased's assets in accordance with their will - where there is no will we can help the family to obtain Letters of Administration.

Dale & Newbery provide you with the support and knowledge to help to administer your duties as an executor or administrator. We will guide you through the necessary steps to ensure legal process is followed, and consult with you if there are any complications.

On the death of a relative our team can help in fully explaining the terms of the will to you, covering the procedures and tax issues involved. We can deal with all the paperwork and tax on your behalf, keeping you regularly informed of what stage has been reached in the administration. We have specialists in the department who will deal with the administration of the estate in a sensible, caring and cost effective way.

Our Team can advise you on the procedure for obtaining a grant of Probate or Letters of Administration and if you want to do as much of the administration yourself as possible, we can provide a helping hand from time to time as required.

Why not contact us now to discuss your requirements

trusts