PROMOTION 5 Ways to Protect Your Family's Future At Any Age By Jeremy Tucker, Head of Private Client at Dutton Gregory Solicitors 4.Avoid The Pitfalls of Estate 1 Make A Will By making a Will you are choosing to protect your family in the future You can choose who wil receive your assets on you death, become guardians of your children administer your estate and act as executor, and possibly save tax for your loved ones Here at Dutton Gregory, we advise on the key decisions to consider when making your Will and how to reduce the ükeihood of it being challenged on your death 2 Choose a Lasting Power of Attorney if you were to lose your mental capacty with no Lasting Power of Attorney PA) in place, your financial and property afairs would be handled by a Deputy appointed by the Court of Protection, rather than someoneyou would have chosen This can be a lengthy and expensive process, but we are here to help. guiding you through all the options, to assist you to appoint someone of your choice to look after your affairs Administration When a person dies someone has to take charge of dealing with their estate, If there is a Will this will usually be the executors If there is no WilL the intestacy provisions set out who is entitled to the estate. Our experts will safely guide you through the process helping you avoid the pitfalls of being an executor and alert you to any tax planning opportunities that may arise 5. Set Up A Trust Trusts can be a beneficial way to look after your assets for future generations, assist with tax planning and protect of vulnerable people including personal injury trusts Get in touch with our team to find out more on trusts 3. Save Tax-Estate/ Wealth Tax Planning Where the value of a person's estate exceeds the 'nil rate band (currently E325.000) Inheritance Tax (IHT may be payable at 40% on the excess However, by careful arrangement of your affairs it is possible to save considerable amounts of tax Our team are here to help you navigate the various reliefs exemptions available, including the use of trusts and protecting your familya complete range of services to support you and your family Call 01202 315005 or email contactaduttongregory.co.uk to speak to one of our legal experts, and protect your family in the future wur www.duttongregory.co.uk d Dutton Gregory SOLICITORS ARE YOUR AFFAIRS IN ORDER? We're here to help put your mind at rest. Dutton Gregory Solicitors offer a complete range of services to support you and your family. Wills Inheritance Disputes Estate/Wealth Tax Planning Powers of Attormey and Court of Protection matters Estate Administration Trusts Elderly & Vulnerable People Services BOURNEMOUTH CHANDLER'S FORD 023 8022 1344 LONDON 0203 036 0921 & POOLE 01202 315005 SOUTHAMPTON 023 8022 5821 WINCHESTER 01962 844333 LY 1 PROMOTION 5 Ways to Protect Your Family's Future At Any Age By Jeremy Tucker, Head of Private Client at Dutton Gregory Solicitors 4.Avoid The Pitfalls of Estate 1 Make A Will By making a Will you are choosing to protect your family in the future You can choose who wil receive your assets on you death, become guardians of your children administer your estate and act as executor, and possibly save tax for your loved ones Here at Dutton Gregory, we advise on the key decisions to consider when making your Will and how to reduce the ükeihood of it being challenged on your death 2 Choose a Lasting Power of Attorney if you were to lose your mental capacty with no Lasting Power of Attorney PA) in place, your financial and property afairs would be handled by a Deputy appointed by the Court of Protection, rather than someoneyou would have chosen This can be a lengthy and expensive process, but we are here to help. guiding you through all the options, to assist you to appoint someone of your choice to look after your affairs Administration When a person dies someone has to take charge of dealing with their estate, If there is a Will this will usually be the executors If there is no WilL the intestacy provisions set out who is entitled to the estate. Our experts will safely guide you through the process helping you avoid the pitfalls of being an executor and alert you to any tax planning opportunities that may arise 5. Set Up A Trust Trusts can be a beneficial way to look after your assets for future generations, assist with tax planning and protect of vulnerable people including personal injury trusts Get in touch with our team to find out more on trusts 3. Save Tax-Estate/ Wealth Tax Planning Where the value of a person's estate exceeds the 'nil rate band (currently E325.000) Inheritance Tax (IHT may be payable at 40% on the excess However, by careful arrangement of your affairs it is possible to save considerable amounts of tax Our team are here to help you navigate the various reliefs exemptions available, including the use of trusts and protecting your familya complete range of services to support you and your family Call 01202 315005 or email contactaduttongregory.co.uk to speak to one of our legal experts, and protect your family in the future wur www.duttongregory.co.uk d Dutton Gregory SOLICITORS ARE YOUR AFFAIRS IN ORDER? We're here to help put your mind at rest. Dutton Gregory Solicitors offer a complete range of services to support you and your family. Wills Inheritance Disputes Estate/Wealth Tax Planning Powers of Attormey and Court of Protection matters Estate Administration Trusts Elderly & Vulnerable People Services BOURNEMOUTH CHANDLER'S FORD 023 8022 1344 LONDON 0203 036 0921 & POOLE 01202 315005 SOUTHAMPTON 023 8022 5821 WINCHESTER 01962 844333 LY 1