Lisette Macdonald, Associate

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.