Private Wealth Management - Sandersons Solicitors · Private Wealth Management Our Private Wealth Management Department helps our clients in tax planning and the preparation of wills

Private Wealth Management

SANDERSONS

s o l i c i t o r s

Private Wealth Management

Our Private Wealth Management Department helps our clients in tax

planning and the preparation of wills and trusts and in making

arrangements for financial and other matters if you or your relatives

are incapacitated by illness or accident. We also deal with the estates

of people who have died.

We aim to deliver a superior quality, specialist and personal service

to all our clients.

Our expertise includes:

Probate Setting up a trust

Trusts Obtaining a grant of probate

Tax Planning Lasting powers of attorney

Preparing Wills

Inheritance Tax Planning and Wills

A Will is a vital document, whatever the size of your estate which

ensures that your assets will pass in accordance with your wishes on

your death. Making a will is also an opportunity to guard your estate

against inheritance tax. Wills also allow you to appoint guardians for

your children, ensure adequate financial provision for your loved ones

and the appointment of the persons of your choice to administer your

estate.

Probate

When a person dies, we can act on behalf of the personal representatives

to make an application for a grant of probate or administration, submit

all necessary tax forms and ensure all liabilities are settled and all assets

are correctly collected and distributed. We provide advice on

minimising inheritance tax. We understand that it can be difficult to

cope with the death of a loved one. We will deal with each estate to

minimise the worry and stress for the family of the deceased.

Trusts

We act in the formation and management of trusts. Trusts can be an

effective way of providing for future generations and are a tax planning

tool. We can provide advice on off shore trusts.

Lasting Powers of Attorney

Lasting powers of attorney allow you to appoint the person of your

choice to look after your financial affairs and/or personal welfare should

you be unable to do so. There are two distinct lasting powers of

attorney; one deals with property and affairs; the other deals with

decisions about welfare and care. The documents are lengthy and

complex. We can guide you through these and apply for their

registration on your behalf.

Registered Office

17-19 Parliament Street,

Kingston-upon-Hull HU1 2BH

Telephone: 01482 324662 (Offices also at Beverley & Withernsea)

www.sandersonssolicitors.co.uk