Lasting Power of Attorney, Probate and Estate Administration
Dawn Clarkson is pleased to offer a professional and competitively priced probate service, trading as Wills and Estate Planning Ltd.
Dawn is one of the first accountants in the North of England to be accredited and licensed by the Institute of Chartered Accountants in England and Wales (ICAEW) to provide this service. Previously it has been a service reserved for solicitors and the legal departments of the major banks.
We are an affiliate member of STEP (Society of Trust and Estate Practitioners), a worldwide professional organisation. Our service offers you the peace of mind that your interests are being protected by a trusted organisation.
The services which we can offer are:
Lasting Power of Attorney:
It is often something we do not think about but if you become ill it is important that you organise your financial and legal affairs while you are still able to do so. This ensures that in the future, your affairs are set up in a way you have chosen and that the person you have appointed to act as your ‘attorney’ follows the decisions you have made when you have become too ill to make these decisions for yourself.
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Probate and Estate Administration:
The level of service and support that you require from Wills and Estate Planning Ltd can be agreed at the outset. This is flexible and you can choose to pass the entire process to us or we can assist in those areas where you need most help. The service includes: Compiling details of the deceased’s assets and liabilities; Obtaining professional valuations; Completing the inheritance tax (IHT) accounts and forms; Settling the debts of the deceased and arranging for the payment of inheritance tax.
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As well as making life easier for your dependents, making a Will can help reduce the tax payable. We will give you our 'Will Questionnaire' to help you think of every aspect of what you can include in your Will. We will talk you through your options, giving you the time to help you make the right decisions. Our Will writing tariff starts at £125.00 per person, or £195.00 per married couple or registered civil partners who wish to leave all their assets to each other.
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Family Business Succession Planning:
Dawn specialises in working with family businesses, coaching them through changes, helping them to develop their teams and their systems to develop robust and thriving businesses to hand down to the next generation. As a qualified and experienced accountant, Dawn's expertise also includes tax planning to ensure that businesses do not pay a penny more tax than they need to and not a penny less.
Dawn facilitates discussions within the family business to plan for the future, addressing issues of retirement and who will manage the business in the future.
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If you would like to talk to Dawn Clarkson about the services which 'Wills and Estate Planning' can provide please call: 01969 623092 or email: email@example.com and let us help you get peace of mind and the reassurance, that your future wishes will be followed.