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& Co are pleased to be able to offer the following
specialist services:-
Preparation
of Wills:- With
just a brief meeting your Will can be drafted promptly
to ensure that your wishes are met.
Trustee
& Executor Service:-
If required Adams & Co can act as a professional
trustee to assist with the administration of the estate
or management of trust investments.
Advice
on Inheritance Tax Mitigation:-
Often with straight forward planning considerable tax
savings can be achieved.
Overall
Tax Planning Review:-
Rather than looking at the Will in isolation Adams &
Co will review all aspects of your tax affairs.
Preparation
of Powers of Attorney:-
If you are finding if difficult to look after your financial
affairs a Power of Attorney can be drafted to pass control
to your family or to Adams & Co as professional
attorney.
Protection
of Family & Assets:-
Adams & Co can advise on life assurance arrangements
to protect your partner and family and schemes to safeguard
against care home costs.
Traditionally
we think of Solicitors or Banks for Wills but unlike these
professionals your Accountant should have a detailed knowledge
of your finances, business, family and most importantly
your overall tax position. Your Will can therefore be
planned and drafted more efficiently and when obtaining
probate duplicated professional costs can be eliminated.
Our
charges for these services are based on the time involved,
unlike many other professional Executors who charge a
percentage of the estate.
No
Will or a badly structured Will can cause financial loss
and problems for your family and beneficiaries and even
if a Will is in place the position should be reviewed
regularly, as personal circumstances and tax legislation
can change.
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