We're with you every step of the way…
As you approach retirement age you may want to start thinking about getting your financial affairs in order and making them as tax efficient as possible.
We can advise you about everything from writing a tax efficient Will to setting up trusts for your Children.
We know there is alot to consider and you may not know where to start. With this in mind we have developed a Later Life Planning Consultation specifically for this purpose. In an hours private consultation you will be able to discuss your circumstances with an experienced solicitor who will then advise you on the best course of action to suit your needs.
We can even discuss funeral plans with you if required.
Following the consultation you will receive a comprehensive advice letter which will outline the recommended course of action for you. Please be reassured that there is no obligation to then undertake the work with Banner Jones.
Could Lasting Power of Attorneys go digital?
A more straightforward digital system to set up a Lasting Power of Attorney (LPA) could come into play, but experts say that it is vital that sufficient safeguards are in place to protect elderly and vulnerable people from abuse. In this article, we look at how the system might work, and the concerns for potential abuse of a digital process for setting up Lasting Power of Attorney.
Power of Attorney & protecting the rights of people with dementia
Dementia Action Week runs 17th - 23rd May 2021 and is a national event that sees the public coming together to take action to improve the lives of people affected by dementia.
Putting your affairs in order- what exactly does this mean?
The phrase ‘putting your affairs in order’ is quite commonly used, but what exactly does this process entail? We’ve written this blog to help explain in detail what may be involved in the process and we also highlight some of the key things you will need to consider along the way.
The ‘cost of dying’ is now racing ahead of the rate of inflation
Recent research has revealed that the cost of dying is now the fastest rising fixed cost in the UK, ahead of costs of living including rent, utilities and food.
New Deputy Report Forms to Improve Safeguards for At-risk Adults
The Office of the Public Guardian (OPG) has introduced new and improved forms to be used by deputies.