| Planning for the future

None of us know what is going to be around the corner, which is why we believe it is vital to plan for the future. A well-planned future can give you peace of mind and lift a weight off your mind.

What does future planning mean?

There are several steps you can take to ensure that your loved ones are protected in case of your death or if you were ill and unable to make your own decisions. These include:

Writing a will 

This will set out your wishes on the event of your death. You can choose who should inherit from the estate – whether that’s loved ones and / or charity. You can also include instructions for who is to look after your children and take care of their finances if you are a parent.

Making a lasting power of attorney (LPA) 

An LPA nominates someone to make certain decisions for you if illness or injury prevents you from making your own decisions. Making an LPA can save loved ones the strain and cost of obtaining an order from the court.

Care home fees 

We can advise you on how best to protect your assets from being used towards your future care home fees.

Inheritance tax planning

We recommend that everyone considers Inheritance tax planning. Our solicitors work with financial advisers to provide bespoke advice to ensure that your family receive the benefit of the estate.

Trusts

Where appropriate, we can set up trusts to protect your assets, or in cases where you have young or perhaps disabled relatives that you would like to give money to.

Our wills, trusts and probate solicitors can offer you expert advice on planning for your future. We are dedicated to providing a personal service. Where possible we like to meet our clients face to face (either at one of our offices or at your home if you prefer). Alternatively, we can conduct meetings via Skype.

We are proud to offer transparent and fair pricing, and where possible, will offer you a fixed fee for our services.

Contact us today for a FREE initial discussion with our wills, trusts and probate team.

| What our clients say

Expert Advice

Andrew Milburn

Andrew Milburn

PARTNER


T. 0113 297 3181
E.amilburn@levisolicitors.co.uk

Andrew is a partner and head of our wills, probate and estate administration department.

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| Expert Advice