Wills, Trusts & Estates
Wills, Trusts, and Estate Planning
Our expert private client team represent individuals, high-net worth individuals, families, business owners, and charities, helping them to secure and protect their futures.
The way we plan our estates has changed significantly in the last 50 years. A person’s estate is now complexly entwined with many technical rules of law and tax implications, making it difficult to plan for the future without expert assistance.
Our private client services team are highly experienced in all the legalities and corresponding liabilities that may affect you, according to your circumstances. They can, swiftly and efficiently, put the legal measures in place to safeguard your best interests and those of your loved ones and beneficiaries. We can support with:
Protecting your future
It’s never too early to plan your financial affairs. Putting measures in place now, whether it’s a will, trust, or wider efforts into your estate planning, can avoid the distress and upset of potential misdirection of your assets, and expenses incurred by family members.
We help you to plan your estate in accordance with the rules of law and your wishes, and discuss the scenarios, and legal consequences, so your beneficiaries are protected. It’s about preparing now to ensure what happens in the future is in accordance with what you want.
For example, if you’re a business owner you may wish to grant your spouse or partner power of attorney over your business accounts and assets so that they have control in the event of your death. Similarly, if you lose capacity in the future to manage your affairs, putting a lasting power of attorney in place will ensure your appointed person is empowered to manage your property and finances. A health and welfare power of attorney will also mean they can make the best decisions for you about your care, should you not be able to do so yourself.
We’ll learn what’s important to you and apply the rule of law to find a plan that’s tax efficient and in line with your wishes – to maximise your estate for your loved ones.
Why Prosperity
We are approachable and understanding in all matters. Clients are assured of our attention to detail, empathy and high level of service in this complex area of law where there is no one-size-fits-all.
Sometimes, conversations about the future can be difficult to have, perhaps even distressing at times. We aim for the process to be as comfortable as possible. We pride ourselves on clients being able to talk to us privately, confidentially and confidently about their wishes, trusting us to put their best interests of family, finance and property first.
Prosperity’s expert team of solicitors explain all legal terms and implications clearly, ensuring clients understand the circumstances and advice being given. The aim is to become a trusted partner through life, someone you can trust to support you with the best plan for the future and help your family to carry out your wishes when the time comes.
We represent clients across England and Wales, from our offices in Manchester, Liverpool, Leeds and London. If you want confidential advice in relation to the setup of wills, trusts, and estate planning, get in touch with our team using the details below.
