Private Client

From preparing your Will and Lasting Powers of Attorney, to dealing with the estates of loved-ones, and more – At Beor Wilson Lloyd we have the skill and ability to deal with all your Private Client needs in an empathetic and calm manner. For more information on our areas of expertise, click on the below dropdowns:

Wills

We understand that even the thought of preparing a Will can be quite daunting, but preparing a Will is the best way of ensuring that your estate and personal possessions are dealt with on death, in accordance with your wishes. If you don’t make a Will, you will be leaving matters to chance, and ultimately, your estate could pass to the Crown! Avoid any uncertainty by making a Will today with our expert team.

Wills for Married Couples/Partners

We provide expert advice in discussing your family’s requirements and assist you in making informed decisions as to the most appropriate way for your Will to be drafted. If you are in a relationship, we will advise you and your spouse/civil partner/partner in the preparation of Wills that are individually tailored to your circumstances, so that your loved-ones future is safeguarded.

Tax Planning Wills

Are you concerned that the Government will be able to tax your estate after your days? If not, you should be. We provide clear and sensible advice as to the tax position that may face your estate and assess whether anything can be done to reduce the tax burden that your beneficiaries may face after your days. A carefully drafted Will together with consideration of appropriate trusts and lifetime gifts can all come together to minimise or possibly eliminate your estate’s tax liability.

Powers of Attorney

Are you planning on going away for a period but need someone to temporarily handle your affairs? Perhaps you have a relative who does not have the mobility to be able to handle their own finances? If so, we can assist in drawing up a Power of Attorney which allows you to nominate someone to handle some or all your affairs.

Lasting Powers of Attorney

Are you worried about what might happen if you lose the mental capacity to be able to handle your affairs? Do you have such concerns about loved ones in your family? Do you ever wonder who would be able to make decisions regarding your property, finances, health and welfare should you be unable to? It is of course true to say that no-one likes to consider such situations, but we all know that they can and do arise.

These concerns can affect anyone, with the future being much more manageable if steps are taken beforehand to deal with such issues. The preparation of a Lasting Power of Attorney will help address these concerns, helping to solve problems before they happen.

Applications for Deputyship

If you are experiencing difficulties in assisting a loved one who has lost mental capacity in handling their affairs (perhaps because they did not have a Lasting Power of Attorney or an Enduring Power of Attorney in place), we offer the guidance that you need to ensure that you are able to handle a loved-one’s affairs, without having to endure the complexities of Court procedure yourself. Deputyship Applications can be complicated and time consuming; leaving such Applications to us will leave you the time to deal with the other issue that may be more pressing on a day to day basis.

Registration of Enduring Powers of Attorney

Do you know someone who is starting to lose their mental capacity to handle their own affairs but have an Enduring Power of Attorney in place? Now is the time to register it. Our team can guide you through this process.

Grants of Probate

When you lose a loved one, the pain and distress that can be caused is immense. However, there are legal and practical matters that must be dealt with. If you lose a loved-one who owns land/property then it is usually necessary to obtain a Grant of Probate. Our specialist team will assist you in taking care of the legal and practical requirements at this most difficult time.

Administration of Estates

If you have suffered a bereavement, you may be too distressed to deal with the time-consuming exercise of collecting in the assets, paying off debts and distributing remaining assets. By allowing us to help you, the stress and complexities are minimised, allowing you to spend more time with your loved ones.

Will Disputes

Are you involved in a will dispute? Taking early advice is paramount in this type of dispute. Contact us today with your legal matters and let us guide and advise you in the best possible way for your requirements.

Claims under the Inheritance Act

Under the Inheritance (Provision for Family & Dependants) Act 1975, certain categories of people are entitled to make a claim against the estate of a deceased. If you feel aggrieved by how little (if anything) you have been left in a Will, having been dependent upon the deceased, our Team will advise on your entitlement and pursue your claim to ensure that your rights are fully recognised by the estate.

Alternatively, is an estate that you a beneficiary of being challenged or is someone claiming that they were a dependant of the deceased before their death, when in fact they were not. Again, we can advise you on the law and procedure, representing your best interest to ensure the right outcome.

Declarations of Trust

If you jointly own property and need assistance in declaring what share of the proceeds each co-owner of the property is entitled to, then look no further than our Private Client Team.