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.
The Little Book of Me
In a digital world full of account numbers and user names, it may be hard to imagine someone trying to locate all of that information when the time comes. We have created a ‘Little Book of Me’ document as a way for you to capture all of your important personal and financial details in one place.
We are currently offering this for FREE and will store it alongside your Will or LPA for safe keeping.
Estate Planning for Business Owners – what should you consider?
Estate planning for business owners is a critical process that includes planning for the transfer of your assets and the management of your business in the event of your retirement, death or incapacity. Here are some essential steps and considerations for business owners when it comes to estate planning.
What is an LPA?
Kathryn Wheeldon explains what an LPA is, why they are useful and how to make one.
Chronic Illness and Divorce
Married couples will very often have used traditional wedding vows where they promise to support each through sickness and in health, however, a recent study has found that unfortunately chronic illness plays a significant role in the breakdown of a marriage. Statistics from a US study by the Journal of Health and Social Behaviour show that 75% of marriages afflicted with chronic illness end in divorce.
Trust Registration Service
If you are a Trustee, you need to be aware that new rules came into force in October 2020 extending the requirement to register Trusts with the Trust Registration Service (TRS).
Concern as LPA numbers decline despite launch of online service
Professionals working with the elderly and vulnerable are raising concerns over future safeguarding following a dramatic fall in the number of lasting powers of attorneys registered during the coronavirus pandemic.
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.
What is a Lasting Power of Attorney?
You may have heard about an LPA but may not be sure what it does. Our latest blog answers some of your most frequently asked questions.
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.
What Happens if I Don't Have a Will?
What’s the worst that could happen if you don’t have a Will? Our expert Wills solicitors have explain what can happen, in simple terms, in our guide.
Why Should I Use A Solicitor To Make A Will?
There are lots of quick and cheap ways to write a will, so why do people use legal professionals? Open the infographic to find out why...
10 Reasons Why You Need a Will
Why not download our Will guide for more information?
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.
The True Cost of Divorce in Retirement
The financial effects of divorce last much longer than the initial cost of the break up.
Ashgate Hospicecare 'Make a Will Month' gets Underway
Lasting Power of Attorney – The Facts
We all know that we should write a Will, but too few of us know about and recognise the need for something called a Lasting Power of Attorney or LPA.