OUR PRIVATE CLIENT SERVICES

OUR PRIVATE CLIENT SERVICES


 

WILLS

A Will is a clear set of instructions left to your Executors to distribute your belongings and property in accordance with your wishes. If you do not make a Will, the Rules of Intestacy apply and this may mean that the distribution of your estate will not be as you would have intended.

A Will is the most important document you will make in your lifetime and it is vital that this is prepared by a legal specialist who is familiar with your circumstances. Throughout your lifetime your circumstances will change and a Will ensures that your last wishes are carried out giving you peace of mind.

WHAT WE WILL DO+ WHAT WE WILL DO-


When making your Will we will:

  • - Take your instructions
  • - Advise you on Inheritance Tax issues in relation to your property and estate should this be relevant, including asset protection arrangements
  • - Perpare a draft Will for your approval
  • - Witness the execution of the Will
  • - Store your Will free of charge in our office safes and send you a copy of your Will for your records
 

WHAT YOU NEED TO CONSIDER+ WHAT YOU NEED TO CONSIDER-

There are many aspects to consider when putting a Will together such as who to appoint as Executors, should there be separate Trustees to administer any Trust for children, do you need to appoint Guardians for any infant children, and who you wish to leave your Estate to.

REVIEWING AND CHANGING YOUR EXISTING WILL+ REVIEWING AND CHANGING YOUR EXISTING WILL-

You should make a point of reviewing your Will every few years or so. You may have additional children or grandchildren you want to add to your Will or your circumstances may of course change.

Click here to view our Wills Fees

We also assist with Living Wills (also known as Advance Decisions) which enable you to express your wishes to refuse medical treatment in the future. Please contact Gill Collins for further guidance on Living Wills.

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PROBATE AND ESTATE ADMINISTRATION

Where a person dies, a Personal Representative, usually the Executor named in the Will, has to deal with the Estate (money, property and possessions left by the deceased) by collecting in all the money, paying any debts and distributing the Estate to those entitled to it. The Personal Representative dealing with the Estate will often have been appointed by the Deceased as an Executor in the Will.

We can help you through this difficult process and offer different services depending on your needs and budgetary requirements. You may wish to limit our involvement to dealing with HMRC Tax forms and obtaining the Grant of Probate or Letters of Administration. Or, you may prefer us to deal with the whole estate administration which include obtaining the Grant of Probate, managing the collection and distribution of assets, preparing estate accounts and finalising all tax and other related estate-related matters. We can tailor our service and offer a price package according to your individual requirements.

Click the video below to view a short introduction to the probate process.

FULL PROBATE SERVICE+ FULL PROBATE SERVICE-

Our Work will typically involve:

  • Meeting you to review the terms of the deceased’s will
  • Identifying the legally appointed executors or administrators and beneficiaries
  • Identifying the extent of the estate, the assets and liabilities and ascertaining their value for inheritance tax purposes
  • Obtaining the relevant documents needed to make the application for probate (if required)
  • Completing the probate application and the relevant HMRC forms
  • Drafting a legal statement for you to swear
  • Making the application to the Probate Court on your behalf
  • Obtaining the Probate and securely sending 4 copies to you
  • Collecting all the assets
  • Settling all liabilities
  • Finalising the inheritance tax and other tax liabilities
  • Producing full estate accounts for your approval
  • Advising on distribution of the estate, including on interim distributions
 

INHERITANCE TAX FORMS AND GRANT OF PROBATE ONLY+ INHERITANCE TAX FORMS AND GRANT OF PROBATE ONLY-

We will prepare the Inheritance Tax account from information provided by the executor and we will submit the probate application to obtain the grant of probate or letters of administration.  The executor is personally responsible for all other matters such ascertaining the assets and liabilities, collecting in the assets, dealing with any income and capital gains tax and paying the liabilities and beneficiaries.

TYPICAL TIME FOR COMPLETION OF WORK+ TYPICAL TIME FOR COMPLETION OF WORK-

It is difficult to give a precise timeframe for completion of probate matters as we are dependent on information being provided by external sources such as banks, tax offices, the probate registry and other financial institutions.

For a very straightforward, non-taxable grant only matter we would expect to receive the Grant of Probate / Letters of Administration in 6-8 weeks from making the submission to the Probate Registry.  For a full service this will likely take longer as we are responsible for making various enquiries before the probate application can be submitted.  Again, for a fairly straightforward non-taxable estate where we do not encounter any difficulties obtaining information from asset companies this is likely to be 3-4 months.

If we are instructed on a full service basis then once probate has been obtained it then takes further time for us to collect in the assets, deal with liabilities and sell any property and finalise tax matters.  A typical estate takes 6-12 months to complete from start to finish but it may be quicker than this if the estate is small and straightforward, but it may take longer if there are difficulties in selling the property or other complexities such as further dealings with HMRC which may become necessary as the administration progresses.

We will be able to give you a more accurate timeframe when the details of the estate are known, and we will provide you with further timeframe updates as the matter progresses

OUR PROBATE TEAM+ OUR PROBATE TEAM-

Our Probate Team includes:

  • - Gill Collins
  • - Simon Kenning
  • - Kate Massie
  • - Emily Jordan
  • - Kim Greggory
  • - Karen Carver

Click here to view our Probate Fees

CALL US NOW: 01903 775051       EMAIL US NOW       ONLINE ENQUIRY

 

LASTING POWERS OF ATTORNEY

A Lasting Power of Attorney is a legal document which authorises another person (or persons) to act on behalf of an individual with regard to his or her property and financial affairs and help them make a decision regarding their health and welfare.

There are two types of LPA that can be made:

  • Property and Financial Affairs
  • Health and Welfare

Many people put in place both types of LPA, however, this is not essential and will depend upon your personal preference.

Lasting Powers of Attorney have replaced the Enduring Powers of Attorney and are mainly intended to come into effect where someone has or is losing their mental capacity. We advise everyone, especially those approaching old age, to consider making a Lasting Power of Attorney.

WHAT WE WILL DO+ WHAT WE WILL DO-


When making your Lasting Powers of Attorney we will:

  • - Taking your instructions and providing relevant advice and guidance
  • - Drafting documents
  • - Providing certificate necessary for each document
  • - Applying to register at the Office of the Public Guardian (OPG)
  • - Providing two certified copies of each LPA for your use
  • - Storing the original LPAs in our strong room at no additional cost
 

WHAT YOU NEED TO CONSIDER+ WHAT YOU NEED TO CONSIDER-

Before you make a Lasting Power of Attorney you should consider who you would want to act as your attorney(s). You may wish to choose your spouse or partner, another family member or a friend. You can also appoint a professional attorney such as a solicitor. Whoever you decide, you should discuss the role with them and ensure that they are comfortable being an attorney.

OUR LASTING POWERS OF ATTORNEY TEAM+ OUR LASTING POWERS OF ATTORNEY TEAM-

Our Lasting Powers of Attorney Team includes:

  • - Gill Collins
  • - Judith Simmonds
  • - Simon Kenning
  • - Kate Massie
  • - Zoe Oliver
  • - Emily Jordan
  • - Kim Gregory
  • - Karen Carver

Click here to view our Lasting Powers of Attorney Fees

CALL US NOW: 01903 775051       EMAIL US NOW       ONLINE ENQUIRY

COURT OF PROTECTION

If someone has not made a Lasting Power of Attorney and now lacks the mental capacity to do so, the only alternative is to make an application to the Court of Protection to be appointed as a Deputy so that you can either deal with the person’s Property and Financial Affairs, or Health & Welfare, or both.

Please contact Gill Collins for further guidance on all Court of Protection matters.

OUR COURT OF PROTECTION TEAM+ OUR COURT OF PROTECTION TEAM-

Our Court of Protection Team includes:

  • - Gill Collins
  • - Judith Simmonds
  • - Kate Massie
  • - Zoe Oliver
  • - Emily Jordan
  • - Kim Gregory


CALL US NOW: 01903 775051       EMAIL US NOW       ONLINE ENQUIRY

 

TAX PLANNING AND TRUSTS

If you require advice concerning whether a Lifetime Trust may be appropriate to benefit family members, then please contact us, we would be happy to assist.

Please contact Gill Collins for further guidance on all Tax Planning and Trust matters.

OUR TAX AND TRUSTS TEAM+ OUR TAX AND TRUSTS TEAM-

Our Tax and Trusts Team includes:

  • - Gill Collins
  • - Kate Massie
  • - Emily Jordan
  • - Kim Gregory



CALL US NOW: 01903 775051       EMAIL US NOW       ONLINE ENQUIRY

 
Address

Woodlands Chamber
78 Woodlands Avenue
Rustington
Littlehampton
West Sussex
BN16 3EZ

Our office is easily accessible with Rustington's main car park opposite us. Wheelchair access is also available at the office however we are also happy to visit you at home for appointments.

Warwick and Barker are authorised and regulated by the Solicitors Regulation Authority No. 56148
VAT registration No. 193 009 372

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