Wills and Estates

At Bobbetts Mackan, we take the time to talk about the many different issues involved in estate planning and ensure we understand our clients’ views and sensitivities when dealing with matters of succession and/or Will making, and advice relating to elderly people and their families.

Making a Will is the most important way of ensuring your assets and belongings are passed on in just the way that you want.  Talk to us and we will help clarify your wishes and make sure you understand all the issues that may have an influence on what you want to achieve.   We will discuss with you all the points that may have an effect on your decision making; issues such as providing for your family, the appointment of a guardian, or creating powers of attorney.

One of the ways you might create greater flexibility with your estate is through the use of discretionary trusts, something increasingly relevant to more people as rises in property prices put the value of many private homes over the inheritance tax threshold.  We can advise on all aspects of creating and administering tax efficient trusts including children's trusts and family trusts. Talk to us and we will explain how this approach might work for you.  We work directly with a panel of financial advisers and can help with a wide range of financial matters as well as inheritance tax.

We provide the best advice and understanding in issues involving the elderly and their families.  For example, when it may be necessary to set up Powers of Attorney , or where applications may need to be made to the Court of Protection. 

We combine insight with sensitivity in providing support with obtaining a grant of Probate or Letters of Administration, and help in the administration of estates.