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Powers of Attorney
Lifetime and Tax Planning/Power of Attorney
Inheritance Tax and Capital Gains Tax often have serious consequences on the value of your estate. Have you taken advice on this? If not you should.
Also, there is the worry how children will be cared for if you die when they are still young? For this reason appointing guardians is a must, as is arranging trusts to protect the stability of their financial future.
In an age where many are living longer, sadly some do so with debilitating mental conditions. What If you become mentally incapacitated who will deal with your day to day finances?
If you have not made a Lasting Power of Attorney, your loved ones need not be concerned. They can still put in place arrangements to make decisions on your behalf if you are no longer able to. Our team are very familiar with Court of Protection work and can help you both with making an application to the Court and with the procedures to be followed when you are appointed to look after your loved ones affairs.
Additionally, if you face long-term care, how will these costs be met?
Intelligent planning leads to asset protection. Here at Dale & Newbery we will put programmes in place tailored for you including:
- Wills
- Lasting Powers of Attorney
- Court of Protection
- Long Term Care Planning
- Trusts
- Guardians
- Tax planning initiatives
Please contact us now to discuss your needs.
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CYBERCRIME ALERT – We will never notify you by email that our bank account details have been changed. If you receive an email purporting to be from Dale & Newbery, either requesting your bank account details or advising you that our bank details have changed in any way, you should before taking any action, telephone (do not email) and speak to the person dealing with your matter to check the validity of the email. We cannot accept any responsibility if you transfer money into an incorrect account and will not be responsible for any losses arising from fraudulent emails/transactions.