How we’ve helped our clients

Preparing for a Will

An elderly client wanted to make a will and Lasting Power of Attorney (LPA) but due to a fall, needed a home visit as she had fractured a bone in her leg.

Keeping Control of your Assets

Our Wills & Wealth Planning team assisted clients who had been married previously, with making wills to provide for their current spouse, as well as for their own children from their previous relationships.

No more sleepless nights

A client was in the process of a divorce who owned their own business and wanted to protect the estate for the benefit of the children. They also wanted to mitigate the potential for a claim being made against the estate in the event of death before the finances were concluded.

Preparing a will

An elderly client wanted to make a will and Lasting Power of Attorney (LPA) but due to a fall needed a home visit as she had fractured a bone in her leg. The medication prescribed also caused some confusion which meant we needed to review the timings of visits to catch the client at her ‘best’ and to liaise with doctors and assess mental capacity at the relevant times, to make sure she understood what she was doing and that the documents were valid and were less likely to be challenged.

Child Care

A judge once ordered the return of two little girls to their mother. They had been with their father for 14 months and he cared for them when their mother left to live with someone else. The judge decided that the children should return to live with their mother and the father appealed and lost.

The Pros of Having a Professional Trustee

Our Trusts team were appointed as a professional trustee under the Will of a client who wanted to ensure that his adult children were appropriately provided for, but taking into account their differing needs and financial positions.

What to do with a Will with a Trust

Our Trusts team were approached by executors who had been appointed as trustees of a Trust that was created by the terms of the Will. They had never acted as trustees before and we were able to help explain to them their role, how the trust works, what their powers and duties are and the tax consequences of the Trust.

A Sole Trader Who Loved Cats

Our Estate Administration & Probate team acted as executors with a lay executor for a generous patron who lived in the Chester area, who loved his cats and wanted to be cremated with the remains of his former feline companions.

He didn’t have any close family and we were involved in arranging his funeral in accordance with his wishes, rehoming his sole surviving cat and then sorting out his business and personal effects which were sold.

A Generous Testator

Our Estate Administration & Probate team acted as executors for a generous patron of the arts and science in the Manchester area who was also an avid collector of fine art. He left most of his estate to a number of both national and local charities but also left a share of his estate in a form of Trust.

A Home-made Will & a Millionaire

Our Estate Administration & Probate team were approached by the executor and main beneficiary of a home-made Will where the person who died was a neighbour with considerable wealth, but had no family and had become good friends with our client over the years.