As part of the Wills, Trusts and Probate team, I look after the affairs of clients and trustees, planning and managing all aspects of their finances and estates.
I’m a problem solver – if you’ve got an issue, I’ll do what I can to fix it. I’m available to my clients at all times, and I’m happy to meet you at a time and place that suits you best. I appreciate that issues surrounding wills, trusts and probates are often sensitive, so I approach each case with care and consideration.
I work closely with people of all generations, from young couples just starting families to wealthy individuals, recently divorced parents and older, vulnerable people. One of the best parts of my job is being able to establish relationships with clients that will continue for many years, so I can keep making a difference at each important stage of their lives.
Keeping a record of any assets or liabilities in your estate, and of any significant gifts you’ve made, is really helpful and will make life much easier for your executors.
Be aware of the annual exemption with regards to gifting, as this can change – it’s currently at £3,000 per year.
If your circumstances change, review your will, and any powers of attorney, as soon as possible to make sure it’s in keeping with your wishes.
Why should I make a will?
If you don’t write a will, everything you own will be shared out as defined by law (the intestacy rules), which may not always be what you want. A will can also help reduce the amount of inheritance tax payable on your estate.
Do I need to obtain a Grant of Probate/Representation?
Probate is required when the deceased were the sole owner of property, such as houses, buildings or land. Depending on the bank/financial institution, probate may also be required if the asset is over a specific value.
HCR’s private client team, led by Dawn Oliver, which deals with wills, trusts and estates,…Read full article