Estate Planning

Planning for the future can help avoid expensive home care costs and inheritance tax liability. At Plenderleath Runcie, we are here to advise you on the steps you can take to mitigate or avoid such expenses.

When it comes to estate planning, every situation is different and that’s why we offer a personal service to ensure that you get the best outcome.

We can help you draft a will, assist you in transferring a property or other assets, or help you set up a trust. Our estate planning services also include legal advice and we draw on the knowledge of our experienced team to cater for your needs.

A prudent precaution in estate planning is to set up a continuing power of attorney. In simple terms, this is a means of giving someone the power to look after your affairs, finances and welfare, should you become incapable of making decisions yourself.

We are regularly asked to prepare these and would highly recommend having them. If someone does not have one but does lose the capacity to make decisions for themselves, then a guardianship or intervention order may need to be obtained through the courts. We can also assist with this if needed.

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