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INFORMATION

REFERENCE INFORMATION AND GUIDES TO HELP YOU PLAN

Bloodline planning, estate planning, Will writing and checking, tax management – all these areas and more need clear and detailed information and guidance.

We’ve pulled together key information for you to review, read and download to ensure that you can plan effectively and efficiently.

What is the role of an Executor?

Acting as an Executor is a job for life. Careful consideration needs to be given as to who to appoint:

  • Being an Executor is a difficult and time consuming job.
  • The role carries personal legal liability.
  • Relatives may be too distressed to perform the role.
  • Decisions could make them unpopular with Beneficiaries.

What to do when someone dies

Following a bereavement, there are a number of tasks to be considered and completed. This can make an already difficult time even more stressful. We appreciate there’s a lot to take on board, so we have created this practical guide to help you understand what needs to be done.

You’ve been appointed as an attorney - what does that mean?

The person who made the Lasting Power of Attorney (LPA) – the ‘donor’ – trusts you to make decisions for them if they lose mental capacity. The LPA covers the donor’s property and money matters, such as:

  • using their bank and building society current and savings accounts
  • claiming, receiving and using their benefits, pensions and allowances paying their household, care and other bills
  • buying or selling their home
  • saving or making and selling investments.
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