Specifically, Henry can advise you on:
- Preparing a Will – helping you to draw up a Will and consider the tax implications of how you leave your property and how that might impact on care going forward.
- Tax Planning – helping you to reduce the amount of tax due on your death, whether by the use of trusts or other planning vehicles permitted under the law.
- Advising on the creation and use of trusts as part of family wealth protection and the fiscal advantages that can be obtained.
- Care Home Fees – planning for the possible impact of care home fees in the future by developing strategies to fund such care which minimize the impact on your assets and also working with other professionals to ensure that appropriate advice is sought to minimize the potential capital drain.
- Obtaining NHS Continuing Care for elderly clients or challenging the decision not to award Continuing Care, including representing clients at panel meetings and on to the Parliamentary and Health Care Ombudsman
- Drawing up a Lasting Power of Attorney – preparing for the future by drawing up an LPA to ensure that your property and your welfare are managed as you wish if you become incapable of doing so yourself.
- Assisting with applications to the Court of Protection where mental capacity has been lost and Court approval is required to enable attorneys or deputies to continue to be able to make lifetime gifts out of the Donor’s estate.
- Preparing applications for the appointment of Deputies where no power of attorney has been made but there are finances to be managed. Preparing Statutory Will applications where amendments or new wills need to be made for those lacking mental capacity to do so themselves.
- Drafting Advance Directives or Living Wills covering end of life decision making.
- Administering an Estate when someone has died – carrying out the paperwork and applying for Probate or Letters of Administration and subsequently administering the estate. In addition, ways in which an inheritance can be ring fenced against future Inheritance Tax issues on the next generation.
- Advising on care planning after the first death of a couple.
