Whether you need to make a will or want to better understand how to protect your finances, I can help you to ensure your family are secure in the event of death or incapacity.
The world of inheritance tax and probate is often complex, and the arrangements that should be put in place to look after your estate often need to be as well. I’ll help you decide the best course of action, make sure you understand exactly how these measures will help you and your family, and suggest practical steps that will ensure your wishes are carried out properly.
While I work with families, business owners, land owners, I have a special interest in helping farmers and local agricultural families, and I’m passionate about our local countryside. In my spare time, I’m a keen horse rider.
I am a full member of STEP.
Plan for the worst – it might not happen, but if you’ve got everything in place ahead of time, your executors can make sure your wishes are carried out accordingly if it does.
It’s never too early to make a will, so take action as soon as possible.
Throughout your life, take the time to update your will and Lasting Power of Attorney to make sure it reflects your circumstances.
How can I avoid paying inheritance tax?
If you start planning early, we can make sure you lessen the impact of inheritance tax – have a chat to us about how we can help.
Shirley recently assisted with an unexpected bereavement, guiding a young Worcestershire family at a very difficult time. ...Read full testimonial→
Shirley Rabbetts’ kindness and professional advice in administering a mother’s estate, a process which had been far...Read full testimonial→