Succession Planning Services with Winn Solicitors

Succession planning services are often viewed as ‘on the list’ of things to do in most people’s lives but get pushed down when more pressing matters take priority.

This, of course, is understandable but it merely delays what, in your best interests, should be done as you plan ahead for the benefit of yourself and those loved ones you hold dear.

Getting your affairs in order now ensures you don’t run out of time later and it provides the maximum for your beneficiaries when the time comes.

The specialist succession planning services team at Winn Solicitors can help. Start your no-obligation chat with one of our advisors.

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Rebecca H-G helped with a challenging Probate and throughout her advice was invaluable, especially when dealing with a hostile and unprofessional solicitor acting for the other party. I would highly recommend Rebecca and her team.

Keith

 

Meet Rebecca and her team

Our dedicated Wills, Probate and Trust team is led by the vastly experienced Rebecca Harbron Gray.

With more than 15 years in the field, Rebecca has amassed a range of experience and qualifications, including from STEP, STEP Cross Border Estates, and Solicitors for the Elderly. With a vast knowledge base with which to guide and support you, Rebecca is on hand to help with the assistance of Nicola, Josef, and Georgia.

Take action today, for a reassuring tomorrow. Call the team now and begin the process.

 

I found Rebecca and Georgia to be exceeding[ly] helpful, professional and sensitive at such a difficult time. I was made to feel like a valued client and everything I said mattered. All was explained in detail with no 'jargon' and it made a refreshing change to have a regular exchange of communication throughout.

Alison Wright

 

How can our team help?

The team is diligent in many areas relating to succession planning, a topic that involves more than you may think. Services include:

• Wills
• Trusts
• Inheritance Tax Planning
• Wealth Management
• Planning for care home fees

All of these areas combined demonstrate a much more varied approach to this sort of planning than many might expect, needing a co-ordinated plan of action to maximise the future value and potential of your estate. Considering your future plans? Contact the team at Winns now for a no-obligation chat and to find out more. See if we can help you today.

 

Rebecca from the Wills and Probate team was fantastic, she explained complicated Power of Attorney information to my mother very sensitively. She made a complicated process very easy for everyone involved. Kind, thoughtful and professional.

Tim

 

What is succession planning?

This is a method, when discussing finance, of ensuring wealth is passed on to future generations of your family. A clearly thought out and consistent succession plan can be hugely beneficial in ensuring the maximum amount of value of your estate is passed on to those you wish it to go to.

 

Can’t thank Rebecca [enough] for the quick and easy probate from start to finish. Extremely professional and so helpful and friendly. Nothing was a bother. Made a difficult time an easy transition. Highly recommend to anyone to use.

Nicola

 

How can Winns help with succession planning?

This wide-reaching area can include many avenues to ensure your estate's maximum wealth goes where you want it to go. With just a few mentioned in the above bullet points, each comes with its own tax variations and necessities, and various processes that must be followed strictly per legal guidelines.

With that in mind, having the support and guidance of a legal team experienced in these matters can hugely benefit you.

 

Winns Solicitors assisted me with the probate and subsequent closure of a relative’s estate and property sale. As executor, I chose to play an active part but was advised by them through the whole process and they communicated with beneficiaries for me to ensure that this was done in a transparent and legally correct way. This was commenced during strict covid restrictions [which] caused much frustration but communication was prompt and timely.

Tony

 

Why choose Winns to help with this service?

Winn Solicitors has a dedicated team of legal experts ready to help you with a knowledgeable, diligent, and compassionate approach to your unique circumstances. With experience in a wide range of scenarios centred on planning, financially, for the future, they have the resources, the skills, and the dedication to deliver the outcome you seek.

We can cater for face-to-face or virtual appointments and can arrange home visits (depending on location) to make the process as easy as possible for you.

Don’t delay, make the call to Winn Solicitors today.

 

FAQ

What is the purpose?

When considering the future in this respect, it is important to deliver that tangible support for loved ones who you wish to receive it. Avoiding uncertainty and the potential for disagreements and fighting among beneficiaries, by having a clear succession plan you ensure these pitfalls are mitigated against and you have that peace of mind that the next generation of your family are getting the maximum permissible value out of your estate.

What is Power of Attorney?

Power of Attorney is a legal term associated with the decision-making process, in terms of financial and healthcare, of a person who is incapable of making those decisions for themselves. This may be due to illness or injury causing decreased mental capacity.

If you arrange Power of Attorney and circumstances call for their empowerment, they will – in a financial aspect – be able to help manage bank or building society accounts, pay bills on your behalf, collect benefits or a pension, or help to sell your home in line with wishes stated before a lack of capacity developed.

If you have Power of Attorney in relation to health and welfare, the person chosen will be able to make legal decisions about things like your daily routines, medical care, moving into a care home, and/or life-sustaining treatment.

Call Winns today and find out if we can help you plan for the future. Take action today for a reassuring tomorrow.

Call us now