Private Client Services

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Our dedicated, experienced team can provide you with detailed, specialist advice to ensure your needs are met to the highest standard.

The team is able to adopt a joined-up approach, by working alongside our specialist contentious probate team as and when needed to pre-empt potential future litigation with regard to your Estate or if, for instance, you are an executor who faces a claim against the Estate, and you are not sure what to do. Our specialist contentious and non-contentious teams work collaboratively when needed to provide you with an all-round service which puts you at the heart of what we do.

By removing the pressure of internal fee targets, our team can take time to focus on getting to know you, your needs, and your requirements. We are a boutique firm, able to offer competitive rates for the high-level service and specialist advice which you will receive.

We provide complete transparency on costs, giving our clients peace of mind.

Wills and Lifetime Planning

If you want to put your personal legal affairs in order, we are here to support you. We can provide you with advice and guidance in relation to:

Creating a new Will or amending an existing Will

The likely inheritance tax status of your Estate

Lasting Powers of Attorney

Planned or existing trust arrangements

Inheritance tax planning. We tailor our advice to suit your needs and we are always happy to work collaboratively with others if and when required to ensure you have the right team in place.

Probate and Estate Administration

If you are an executor of a Will, or the legal next of kin of a person who has died without a Will, our team, with over eighteen years of experience in this area, can support you with:

Applying for a Grant of Probate or Letters of Administration

Inheritance tax calculations

Full estate administration – taking away the burden of dealing with all the estates assets and liabilities, and preparation of full estate accounts.

Establishing entitlement under intestacy

Deeds of Variation

Appointing an Independent Administrator

Court of Protection

If you have a loved one who has no Attorney in place and is having difficulty managing their affairs, perhaps following an Alzheimer’s or dementia diagnosis, for example, you may require our help to discuss:

Arranging specialist Capacity assessments, with an appropriate professional

A Deputyship application

A Statutory will application

Our team has experience of providing advice in respect of Court of Protection matters and we recognise the difficulties which family members may be faced with, in difficult circumstances. We provide a holistic and empathetic approach to ensure you feel supported at what can be a very challenging time.
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Wills and Lasting Powers of Attorney

We understand that planning for your future may feel overwhelming, but we are here to assist you in navigating the processes involved in securing your legacy and ensuring you have the right support in place when you need it.

We can help you to make clear and appropriate provision for your loved ones, safeguard your personal finances and ensure you understand the tax implications of your financial arrangements, connecting you with trusted tax advisors when needed, to ensure you receive clear and accurate advice.

We provide clear advice and guidance in a supportive and holistic way and are here to ensure you make informed decisions which are right for you.

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Probate and Estate Administration

Being an executor is a serious responsibility. It can be a lot to take on, in addition to the stresses and strains of everyday life.

The process involved varies, depending on the estate, with some matters being significantly more complicated than others. This may be because of the type of assets held, or because of family arrangements or dynamics.

Probate and Grant of Representation are umbrella terms for the legal process involved in dealing with property and financial affairs following a death. In the case of a person who has left a will, the probate process involves the executor of the will proving that the will is valid, by making an application for a Grant of Probate. Once issued, the Grant of Probate enables the executor to administer the assets of the person who has died. This could be banking or investment accounts, property, or vehicles and artwork.

When someone dies without a will, the Probate application is made based on the legal position under the laws of Intestacy. The Probate Registry will issue the applicant in an intestacy case with a Grant of Letters of Administration. A Grant of Letters of Administration enables the Personal Representative to administer the estate in the same way as a Grant of Probate enables an executor to administer an estate.

Whether probate is needed depends on what was owned by the person who has died. If they owned property, investments, or had large sums of money held in their bank accounts, or other valuable assets, it is likely probate will be required to deal with the estate. If you are unsure, we will be able to expertly guide you and advise you on this. Our experienced team can undertake this work on your behalf, giving you full confidence and assurance that the process will be undertaken with accuracy and efficiency.

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Court of Protection

Sometimes our loved ones or friends find themselves in vulnerable circumstances. It could be that they are dealing with a serious physical health problem or are struggling with their mental health in a way which means they may not have the capacity to look after their own affairs.

If you wish to assist someone who is in this position, without an Attorney in place to help, we are here to help you navigate the Court of Protection rules. We focus on the wellbeing of people who may be in a vulnerable situation, whilst providing clear and friendly guidance, to suit your individual circumstances.

Do you think we can help?

Contact us today to see how Roskilly & Co can empower you.