PRIVATE CLIENT
Covering a wide aspect of matters concerning

Wills

• Single parent wills
• Husband and wife mirror wills
• Separated spouses
• Cross Life Interest Wills
• Nil rate band discretionary trusts
• Flexible life interest trusts
• Wills for co-habitants

Estate and Tax planning

• Inheritance Tax
• Capital Gains Tax
• Tax planning through trusts

Enduring Power of Attorney

• Creation
• Registration
• Management of affairs

Court of Protection

• Receivership applications
• Accounts
• General directions

Administration of Estates

• Obtaining Grant of Representation
• Full administration including clearance of Inheritance Tax and Income Tax

Elderly Client

• Advice including with regard to Long Term Care Funding
• Deed of Gift
• Trust
• Special Needs Trust
• Declaration of Trusts
• Inheritance Tax saving trusts
• Protection of asset trusts

The department deals with a range of estate planning from dealing with guardianship issues for single parents or co-habitants to the more complex tax planning.

Our team includes three full members of STEP (Society for Trust and Estate Practitioners) and two student members who are working towards full membership. We believe up to date and specialised knowledge is vital to offer the best possible service to our clients.

With more family homes valued at over £275,000.00 (Inheritance Tax threshold for 2005/06) tax advice is essential.

As separation and divorce rates are rising advice on protecting your assets from soon to be ex-spouses is a necessity.

If a loved one requires residential or nursing home care then we have the expertise to provide advice to guide relatives through this difficult time.

With the grief that a death causes we can assist you with obtaining a Grant of Representation or administering the estate on your behalf, including dealing with the Inland Revenue.

Brochures available upon request:

• Why Make a Will – Can you afford not to?
• Enduring Power of Attorney – Your questions answered
• The Testamentary Best of Both Worlds – notes on the nil rate band discretionary trust
• Severing a joint tenancy
• Lifetime gift of the home

Contact us via telephone or e-mail to request a copy of our brochures or any further assistance.

fbc have three full and two student members of The Society of Trust and Estate Practitioners.