Trust Us – We’re Here to Help
“…in this World nothing can be said to be certain except death and taxes”
Benjamin Franklin
Often, we put off getting our affairs in order as, although we know it’s important, barriers such as not knowing where to begin or not having enough time can mean that it falls down the to-do list.
Yates Legal can help you to overcome those barriers and help to ensure your loved ones are properly provided for in the event of your death or incapacity. We believe legal services should be accessible and affordable while remaining personal and tailored to your needs.
We provide high-quality, jargon-free legal advice without a high price tag. If you are thinking about writing a will or making a Lasting Power of Attorney (LPA) we can provide expert advice to guide you through the process step by step to ensure your wishes are met.
Why Choose Us?
Our specialist Solicitor, Karen Yates, is a full member of the Society of Trusts and Estates Practitioners (STEP), a highly respected accreditation; a full member of Solicitors for the Elderly; a trained dementia champion and is extremely experienced in advising elderly and vulnerable clients.
Karen’s patient and caring approach ensures the somewhat daunting task of making a will is as stress-free as possible. We offer free, no-obligation initial consultations, and most of our services are available on a fixed fee basis so you know exactly how much it will cost at the outset.
We help our clients to plan for later life with our services:
Will Writing
Making a Will is a must-do, whatever stage of life you are at and it is important it is prepared by a legally qualified, experienced Solicitor to ensure your wishes are carried out on your death. We advise on issues that may affect your Will, such as having children; getting married; getting divorced; or even just planning for later life and long-term care. We identify your personal and financial goals to ensure your Will provides for your loved ones while also sheltering assets from inheritance tax and future changes in circumstances such as remarriage or care costs. To learn more about our Will writing service click here: Wills & Estate Planning
Lasting Powers of Attorney
We guide you through the process of choosing suitable attorneys to look after your health and financial affairs should you require assistance due to physical or mental incapacity in the future. People often assume their spouse would automatically have the authority to manage their affairs and make decisions on their behalf if they became incapacitated but that is sadly not the case. The only way of ensuring your loved ones have the ability to manage your affairs is under a legal power of attorney. For more information on powers of attorney click here: Lasting Powers of Attorney
Trusts
Trusts are used to provide flexibility and can be set up either during your lifetime or you may wish to include a trust within your Will. There are many different types of trust, from discretionary to life interest trusts, property trusts and trusts for minors. We can help you work out which type of trust is right for you, if any, and explain your options in clear, non-legal language. We also advise on, and set up, personal injury trusts.
Inheritance Tax Planning / Estate Planning
Depending on the value of your assets and who will benefit, your estate may or may not need to pay inheritance tax (IHT) on your death. As specialists in estate planning we can answer your questions and can help you to structure your Will to take advantage of all available inheritance tax reliefs.
Business Wills and Lasting Powers of Attorney
Often business owners do not realise there are inheritance tax reliefs that can be applied to their estate on their death if their Will is properly structured. We can tailor your Will to protect your business and to utilise all available reliefs to reduce the inheritance tax payable on your death.
Court of Protection / Deputyship Application
Once a person has lost mental capacity it is too late for them to put in place a power of attorney so the only way of managing their financial affairs is by applying to the Court of Protection for a court order known as a Deputyship which gives you the legal authority to act on the incapacitated person’s behalf. We can advise and assist you with making the court application.