Lanyon Bowdler has a team of highly experienced lawyers who can guide you when planning your estate and succession.
Estate planning is the process of preparing for the management and distribution of your estate after your death. Estate planning involves employing various legal and financial tools to arrange a person’s financial affairs in a tax-efficient manner so that they are able to enjoy their hard earned wealth into retirement and provide a meaningful inheritance for their family.
We’ll help you plan for the best protection of your assets and business interests, and use our best endeavours to see to it that that the effect of tax on your beneficiaries’ entitlement is mitigated as far as possible.
Estate planning also includes making arrangements should you become unable to make decisions for yourself. This is done through a Lasting Power of Attorney, which is a document to appoint one or more people to handle your affairs on your behalf, should you lose the capacity to do so yourself through old age or injury.
The ultimate goal of estate planning is to provide control, peace of mind and efficiency for you and your heirs by eliminating uncertainties and, where possible, reducing taxes and other expenses.
Making sure you have a strategic plan for your estate succession is crucial. This is not only helpful to pass on assets to relatives, friends, or organisations, but can also help you:
Every estate is different, and requires specific legal support and advice. You may decide to plan your estate for a variety of reasons. At Lanyon Bowdler, we can help you achieve your goals and protect your estate, ensuring it is held and administered as per your wishes.
The Estate Planning Solicitors at Lanyon Bowdler have years of experience dealing with estate planning for all situations, from individuals to multi-national business owners. Contact us today for expert and tailored legal advice.
Over many years, Lanyon Bowdler has built up a proud reputation of providing a service our clients can trust, and our firm is home to legal professionals in all areas of law.
Our experience in the area of estate planning extends to advising banks, trust companies, wealth managers and financial advisers.
In this episode you’ll hear from Jack Fallows from Herald Wealth Management. Jack’s talking with private client solicitor David Pugh about NHS pensions and estate planning. If you have a current or frozen NHS pension, this episode is essential listening.
When financial planning, please consider that your capital is at risk. Tax legislation is subject to change and depends upon your personal circumstances.
This episode talks about “Private Client” it is a term used in the legal profession, but the average person doesn’t really know what it means. We chat about several aspects, including trusts, Lasting Powers of Attorney, along with the process around wills and why it’s so important to make one.
Making a will can be a minefield of mixed emotions and an overload of information and choices as there are so many options, and prices. In the end we decided to go with Lanyon Bowdler and contacted them for a consultation. We were completely impressed with their professionalism and customer service also the way the look after their clients. Thank you for all your help and patience we would definitely recommend your services.
From the first contact, the team at Lanyon Bowdler gave a fast & efficient service. They were very friendly & gave me the confidence that I had found the right solicitors. The advice given & the fast responses were beyond my expectations. The matter was resolved in no time at all.
Good initial meeting, written communication, documentary guidance and good advice on my will.
We sought guidance and advice on Power of Attorney which was delivered in a most understandable and efficient way. The conclusion and production of same followed in the same manner which pleased us greatly.
All the staff at your Bromyard branch are a credit to your company!
Since dealing with Lanyon Bowdler they have been diligent, efficient and at all times very helpful along with being structured in dealing with matters, fees and clarity on all levels. Thank you.
I was clearly informed of progress step by step. The service you provided was very good.
All work carried out effectively and efficiently.
I felt safe that Lanyon Bowdler understood both my concerns and requirements. I would use again and recommend.
An excellent service with solicitors that you can talk to and who give you a clear understanding of all necessary legal implications and interpretations.
A fluent welsh speaking solicitor from an agricultural background, provided an in depth assessment and good advice in distributing the inheritance of the family farm.
From start to finish we had excellent service. Friendly, approachable and professional.
Very clear, concise advice and guidance, easy to understand.
Good service provided throughout with clear communication throughout with all options explored.
I can thoroughly recommend the highly professional and supportive service received over the last few months.
Responsive, supportive, approachable, clear and empathetic.
Professional and prompt communication. Supportive and client focused.
Whenever I have had need to contact Lanyon Bowdler I have always received a fast, concise and friendly response.
Definitely would use Lanyon Bowdler again if I need the use of a solicitor.
Smooth and efficient service from very professional firm.
We were particularly impressed with the quality of work, the speed and excellent communication.
Very friendly and approachable. Very good advice
Very professional and approachable. I was updated as to progress regularly. The final costs reflected good value for the service provided.
Great Service; Lanyon Bowdler were excellent from the outset. Straightforward and easy process. I just sat back and waited.
Everything has been professional, efficient and courteous throughout and we are very pleased, both with the service and with the eventual outcome of our case. Everything was first class and exceeded our expectations. Thank you again for providing such splendid service. It is really appreciated.
Planning for the future can be a complex matter. With our team of Estate Planning Solicitors at Lanyon Bowdler by your side, the process is made simple. We can help you in all areas of estate planning, including:
Dying without a will could create a series of problems for those left behind. Many people assume that their closest family and/or loved ones will automatically inherit their estate, but if you die without a will (known as ‘dying intestate’), that may not necessarily be the case. Once the rules of intestacy take over, your assets may not be divided in the way you would have wanted, or your wealth could be reduced through inheritance tax.
The only way you can ensure your estate is distributed properly, is to plan ahead during your lifetime.
It’s easy to put off, but writing a will it’s one of the most important things you can do.
When you put assets in a trust, they are held under the control of appointed people called ‘trustees’. The trustees then manage the trust according to your instructions, even after your death.
There are many reasons why you might use a trust and our experienced team will help put the right structure in place for your circumstances. You might want to support someone who is unable to manage their money themselves due to a brain injury, a mental health condition or a learning disability.
Some other ways a trust can be used include:
Put simply, tax planning means arranging your legal affairs in the most efficient way to minimise the tax burden which fall on your family when the time comes.
It is a very specialised area and can be a daunting prospect, which is why it’s vital to have a team of experienced professionals on your side.
Our friendly and approachable inheritance tax planning lawyers can advise you in all areas of financial planning, including the use of trusts, which can help lower the burden of inheritance tax and capital gains tax.
The Estate Administration Lawyers at Lanyon Bowdler regularly act for clients with business interests at home and abroad, including agricultural land owners, family businesses, entrepreneurs and estates, devising unique solutions to suit individual needs with the focus always on delivering the best service available.
We assist with a wide range of tax, asset protection and succession issues as well as anticipating and preventing family disputes, including:
Over many years, Lanyon Bowdler has built up a proud reputation of providing a service our clients can trust, and our firm is home to legal professionals in all areas of law.
A Lasting Power of Attorney (LPA) is a legal document which appoints a person of trust to make decisions on your behalf, regarding property, financial or health affairs, at a time in the future when you may no longer be able to make those decisions yourself.
The specialist lawyers here at Lanyon Bowdler have a wealth of knowledge and experience regarding Lasting Power of Attorney law, and will be able to guide you through the process in a sensitive, caring manner.
An LPA for your business will ensure the people you have chosen to do so, can step in to deal with your affairs in the short or long term if you are suddenly and without warning struck down by something like a stroke, brain injury, Alzheimer’s, dementia or Parkinson’s.
There may be other occasions where an LPA will be of benefit – a short-term illness or injury where you may be physically incapable of attending an appointment or are abroad on holiday or business.
The specialist team at Lanyon Bowdler is ready to help and advise you on all aspects of drafting a Lasting Power of Attorney which will ensure the day-to-day business of your company can continue efficiently without you, should the worst happen
If a relative or loved-one is no longer able to manage their affairs, and a power of attorney was not put in place beforehand, we can help you to make an application to the Court of Protection to obtain the permissions you need.
The Court of Protection can make decisions, and can appoint other people to make decisions, for those who lack the mental capacity to do so themselves. Principally these decisions involve health, financial affairs, property and personal welfare.
We pride ourselves on being one of the very few firms in the area with a department dedicated exclusively to working on Court of Protection cases for people with a degenerative condition, such as Alzheimer’s Disease or Dementia, and those with a brain injury (acquired or not).
Our Court of Protection department manages approximately 55 deputyships and trusts with assets of approximately £100 million, putting it on a par with other nationally recognised Court of Protection practices.
We can also support you with:
The estate planning services we will offer you are always tailored to your situation. No two estates are identical, and our solicitors are highly skilled at providing legal advice that fits you and your needs.
Whatever your requirements, Lanyon Bowdler has the right legal professional you need to look after your financial affairs. Give us a call or use the online enquiry form and a member of the team will get in touch directly.
Lanyon Bowdler have offices with expert teams of solicitors in Shrewsbury, Hereford, Bromyard, Ludlow, Oswestry, Telford, and Conwy in North Wales.
We are one of the most recognised law firms in Shropshire, Herefordshire, Mid and North Wales, Birmingham and the Midlands. We are able to offer a wide range of pricing options including fixed fees and service level guarantees.
As a leading law firm, we regularly assist clients with inheritance tax planning. We can represent you wherever you live in England or Wales.
Podcast
When the Intestacy Rules Won’t Work for You – and Famous People Who’ve Died Without Leaving a Will: Karl Beckett and Aimee Johnson
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LISTEN AGAIN: Financial Abuse by Attorneys – Edward Rees and Claire Vale
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LISTEN AGAIN: Estates and Farming Disputes – Edward Rees and Claire Vale
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The Cost of Dying – Edward Rees and Sophie Burgoyne
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How Lasting Powers of Attorney are Needed before Moving into a Care Home – Kate Lawson and Ann Rose
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Estates and Farming Disputes – Edward Rees and Claire Vale
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Mutually Irrevocable Wills and Why You Should Never do Them – Edward Rees and Claire Vale
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Should I be a Trustee for a Trust? – Edward Rees and Aimee Johnson
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I Just Want a Simple Will! – Emma Deering and Sioned Williams
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Understanding The Probate Pathway – Edward Rees and Aimee Johnson
Podcast
Myth Busters: Death! – Edward Rees and Aimee Johnson
Blog
Private Client – Myth-busting
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