Wills and Trusts

There is a common misconception that Wills and Trusts are only for wealthy people, that you only need to write a will once you have retired and that they are expensive.

This is not the case. No matter how much or how little money you have it is important that you leave a will which states where you want your money to go. Without a will your estate will be distributed according to the law of intestacy and as a result people who you would like to benefit may not.

Creating a Trust provision in your will allows you to provide for children, grandchildren or a relative with reduced capacity in the most tax efficient way. If, for example you have a child with learning disabilities who is receiving means tested benefits, these benefits may be affected if they inherit a large capital sum from you. If, however, their inheritance was incorporated into a Trust, it would be ring fenced from any means testing.

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Powers of Attorney

We feel strongly that having a Power of Attorney is a most valuable asset in future planning. Through our work with charities and carer groups we have seen families distress compounded due to the absence of a Power of Attorney.

Protecting your children's inheritance

Ensuring that the money you have worked hard to earn is passed on to your children and grandchildren is an important part of estate planning, according to one Courier Country legal company.

Planning for the Future

Many of our clients seek advice on Wills and Powers of Attorney irrespective of age or diagnosis, they are simply looking to make provision for the future. We can advise on all aspects of Wills including setting up a Trust provision.

Guardianship and intervention orders

In order to authorise where the person resides, the care the person should receive and how that care should be delivered a relative needs to apply to the Court for Guardianship.

Executry administration

We deal with all aspects of winding up the estate of a deceased person, whether or not a will is in existence. Above all we understand that this is a very difficult time for families and as such we aim to act in a respectful, responsive and efficient manner at all times.

Learning disabilities law

When a child with a learning disability reaches the age of 16 they are classed as an adult and as such parental rights are extinguished. It is therefore necessary for parents to make a guardianship application, in order to have legal authority to make welfare decisions on behalf of their child.

Dementia & the Law

We specialise in advising families looking after a relative with dementia in connection with Powers of Attorney and Guardianship applications, in order to ensure that where a person has a dementia diagnosis then a family member has legal rights to make welfare decisions on their behalf.

Contact Caritas Legal

If you require help and advice on any of our legal services please don't hesitate to get in contact today.