Wills, Inheritance & Estates
The Personal Law department at LCF helps make our clients’ lives as simple as possible by solving their legal problems when they arise; and by helping them to avoid any problems in the first place, as far as possible.
Our team uses its experience and expertise to understand the present and future challenges our clients are facing. We take time to understand personal and family situations. We do this by asking the "What If" questions so that we can understand every client’s unique background, family wishes, wants and needs.
We advise on the preparation of Wills to ensure that our client’s assets are passed on to the people who they wish to benefit and do so in the most tax efficient way; also to ensure that their assets do not pass to the people they do not wish to benefit.
The department is finding that clients are increasingly asking for advice on the use of Trusts to help ensure that their assets are protected in the long term and are regularly used as part of estate planning and succession planning.
We encourage clients to put in place Powers of Attorney to help ensure that someone can make decisions for them if they lose capacity. If this hasn’t been possible then we can advise on an application to the Court of Protection so that someone has authority to make decisions. Powers of Attorney not only cover financial matters but also Health and Welfare, helping clients and their families to deal with later life planning and being involved in decisions on medical treatment.
When a client dies we can help the family in dealing with the Administration of the Estate, including obtaining Grants of Probate from the court and dealing with the necessary Inheritance Tax Returns. Our experience and expertise helps us to ensure that all available tax allowances are claimed and we can advise on the re-structuring of the deceased’s affairs (even after they have died) to ensure these reflect the circumstances at the date of death.
We work regularly and closely with other departments in the firm. This includes dealing with Inheritance and Probate Disputes alongside our Contentious Probate department in LCF’s Disputes Team.
Succession Planning for business owners and farmers is an important part of our work. This involves advising clients alongside our Corporate Team to assist with succession planning for business owners. We also advise on putting in place business Lasting Powers of Attorney in case a business owner loses capacity and needs to appoint someone to continue to run the business during their incapacity.
We also have a number of personal lawyers who advise on specialist areas including Sharia Wills and dealing with Cross Border Estates and International Assets.
Additionally, we advise on Personal Injury Trusts and Vulnerable Beneficiary Trusts, working closely with organisations such as Mencap who assist families who have children with learning difficulties.
LCF’s personal lawyers act as your ‘trusted advisors’. We will find solutions to your legal problems and assist you in managing the legal challenges in your life so that you can get on with things knowing that your legal affairs are in safe hands.
We take time to listen and really understand your situation. We are by your side to provide sensitive support and quality advice, whatever the circumstances.
Legal Directory LEGAL 500 (2022 Edition) has this to say about our Wealth, Inheritance and Estates Team
At LCF Law, Neil Shaw leads a team that specialises in helping those with learning disabilities. Having established close relationships with Mencap and Cerebra, the practice works to ensure that clients have the appropriate trusts, powers of attorney and supporting documentation in place. Notably, the firm includes a number of Dementia Friends and is currently a member of the free will writing scheme at St Michael’s Hospice.
‘Due to the breadth of experience and individual specialisms within the team, I have full confidence that either I or my clients will be able to find the information and advice we require. I also find that one of the major differences with LCF Law is that they provide advice to our clients on documents such as wills, whereas I have found that other Firms act as order takers rather than advisers. In addition, due to the services offered by the wider firm, we are comfortable in knowing that our clients can draw upon a legal practice who can deal with the work they need completing at whatever stage of life and circumstances they are at.’
‘Since the start of the initial lockdown in March 2020, many individuals and families have being through very difficult times due to the health issues caused by the pandemic and sadly in many cases losing loved ones. Sadly, I have had situations where individuals were not going to leave hospital and LCF Law continued providing a service to the same standard and speed as they did prior to the pandemic, and making things slightly easier for those left behind, by executing documents at all hours of the day, whereas, I found other firms saw the pandemic as a barrier/excuse to providing effective support and advice to our clients.’
‘Wendy Scarr – brilliant with clients. Really down to earth. Explains difficult concepts in no-nonsense language. Bucketloads of experience, really well suited to private client practice’.
‘Amjed Zaman was professional at all times, made sure he was available when I/we needed to speak with him, sensitive to our loss, incredibly patient, and was willing to offer guidance where needed. He is very knowledgeable about estates, kept us informed every step of the way and advised us any actions we could complete ourselves to help keep costs down’.
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