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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.

For sound advice, guidance...and someone to talk to Sara Marsh a Solicitor and Partner. Sara qualified as a Solicitor in 1991.  Sara is happy to help with all aspects of non contentious work such as Wills, Lasting Powers of Attorney, Probate, Letters of Administration. Call Sara Marsh, Solicitor and Partner,  on 0117 3164920 or email smarsh@bobbetts.com

 

Wills images

Hand and pen signing a will

What Our Clients Say

"very many thanks for your friendly, efficient and courteous manner of doing business."

"I would like to take this opportunity to thank you on behalf of my mother for the sensitive and thorough way you have dealt with this matter. I have also been grateful for your clear instructions regarding the completion of all the necessary documents."
 
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Bobbetts Mackan Solicitors & Advocates
25 Trenchard Street, Bristol BS1 5AN
T 0117 929 9001 F 0117 3164900 DX 7840 Bristol
VAT Registered No. 137 8318 52
24hr Criminal defence helpline Tel 0117 9298987
E info@bobbetts.com

Authorised and regulated by the Solicitors Regulation Authority (SRA). SRA number 70535.

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