As a part of the Private Client team, I ensure clients and their families are prepared for the future, and I’m there for them when they need our support the most.
My role as a private client lawyer, is to help people during what is already a difficult time and I look to relieve them of the burden of probate administration. I’m there for my clients every step of the way, and I take the time to explain matters fully in a way ensures they feel in control and totally informed.
I mostly work with individual clients and families over the time it takes to administer the estate, and I establish good relationships with both them and their trusted advisers, such as estate agents, banks, stockbrokers and share registrars.
I’m a full member of STEP (Society of Trust and Estate Practitioners).
Outside work, I love spending time with family and to watch or play football.
Planning for the future today will make matters straightforward to follow at a time that’s already difficult for your family.
Nobody wants to think about it, but having an early discussion with children or family members to explain what you want to happen with regards to medical treatment and funeral arrangements is essential, especially in the event that you lose mental capacity.
Keep clear records of your assets, any gifts you make, and know where you have stored any important documentation to assist your executors in the probate administration process.
How do I reduce my inheritance tax liability?
Make use of the exemptions and reliefs available, such as gifts within your annual allowances, gifts to charity either during your lifetime or in your will, and gifts made out of excess income.
How long is the probate administration process going to take?
The national average is around six to nine months. It usually takes two to three months to obtain the grant of probate on a simple estate, but the remainder of the process will depend on what instructions are given.
HCR’s private client team, led by Dawn Oliver, which deals with wills, trusts and estates,…Read full article