The wealth protection team helps clients to protect and preserve their wealth for the benefit of their family and loved ones.
Our services include:
Managing wealth starts with making a will to ensure assets will pass in accordance with wishes.
- Estate planning
The Wealth Protection team’s expert estate planning advice can help to mitigate the effects of tax and advise on how to manage and pass on wealth in the most tax efficient manner.
Trusts established either through a client’s will or during their lifetime will help to protect and control wealth for the benefit of their family.
- Lasting Powers of Attorney (LPAs)
Appointing attorneys by making a Lasting Power of Attorney can allow others to make decisions on a person’s behalf, including if they are unable to do so for themselves.
When the time comes to administer a person ’s estate and pass on their wealth according to the terms of their will, the Wealth Protection team can guide clients through the probate process.
- Probate disputes
If there is a dispute regarding a will after a person has died the team can help deal with and settle probate disputes by working closely with the firm’s specialist Dispute Resolution team.
- Elderly Client Services
As people get older there are specific steps that can be taken to protect wealth and ensure that both they and their families are looked after. These are available through the team’s bespoke Elderly Client services.
- Court of Protection
If an individual has started to lose or has lost mental capacity, it can be very difficult for their family to take control of decisions in relation to their finances and their welfare. The Wealth Protection team works closely with the firm’s specialist Court of Protection team to provide the advice and assistance that is required.
We have 3 members of the team who may work on your matter. Regardless of who works on your matter, they will be supervised by Paul Lowery, Partner and Head of wealth protection, who has over 16 years’ experience working in wealth protection. For details of the team click here.