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Planning for the future

DATE

January 17, 2023

Get your financial affairs in order with a Will or Lasting Power of Attorney

Many of us have made New Year’s resolutions and yours may include putting your affairs in order. This means thinking of the future by putting Lasting Powers of Attorney and Wills in place and also considering Inheritance Tax planning.

Lasting Powers of Attorney are documents which allow you to appoint attorneys to help you with your property and financial and health and welfare affairs. You may choose your spouse, partner, children or trusted friend. If you have an Enduring Power of Attorney, it may still be possible to use it although it only covers Property & Financial matters. Lasting Powers of Attorney can be registered now and used whether or not mental capacity is an issue for property and financial matters. You can make your own decisions about your health and welfare all the time that mental capacity is not an issue.

Wills should be reviewed every 5-10 years or in the case of a life changing event, whichever is sooner. There are differing Will structures which can be tailored to suit your wishes concerning the distribution of your estate.

Probate matters will include advice regarding the preparation of an Inheritance Tax account if required. A Grant of Probate is usually required to release or transfer assets from an estate.

Ensure matters will be simpler for your families by putting the correct documents in place. Please contact Potter Owtram & Peck LLP Private Client department for assistance. Call Haslemere (01428) 642321 or email haslemere@potterowtram.co.uk

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