Planning ahead, and dealing with issues such as mental incapacity or death, is not easy and in my work I take the time to get to know my clients and their circumstances. That means that I can go beyond their instructions, offering them alternatives, encouraging them to think long-term about themselves and about their families too.
I want to make sure that they are really satisfied, both with our service but also with what we have helped them to establish for the future. I enjoy the variety of what I do, and solving problems for the people who I advise is very satisfying.
Outside work I enjoy live music and spending time with my family.
I am a full member of STEP.
Come and see me every few years – personal/financial circumstances change, the law changes, clients need to ensure their wills and powers of attorney reflect this.
If in doubt, ask.
Don’t put things off – death and mental incapacity are never easy topics but they need to be addressed and planned for.
Do I need to make a will/lasting power of attorney?
Yes, it’s not a question of age, capacity or what assets you have – if you want to have control over what happens to you and your assets, then you need a will and lasting power of attorney.
How do I avoid paying tax/care home fees?
With careful and considered planning tax and care home fees can be mitigated, but it’s not straight forward or the same solution for everyone.
HCR’s private client team, led by Dawn Oliver, which deals with wills, trusts and estates,…Read full article