We specialise in Private Client Law which includes wills, trusts, power of attorney and financial guidance.
Cheltenham residents benefit from our support and legal expertise during will writing, estate and succession planning.
Please view all the solicitors’ services we provide in Cheltenham below.
No one wants to think about their own death, but it is important to ensure that your money and special possessions are left to those that you love. A properly constructed will ensures that this will happen.
Using a trust can help protect your money for your loved ones after your death, it can also help you make the most of tax-free options available to you. Speak to us today to set up a trust.
Money can be an incredible difficult subject to talk about. Having some financial guidance can help you plan for the future. Speak to us today to see how we can help you.
When you are grieving for a loved one who has recently passed away, the last thing you want to be doing is dealing with all of their financial affairs. This is the start of the probate process.
There are many different ways you can reduce the effect of inheritance tax without having to spend a large amount of money or losing a proportion of your estate.
As an aging population the realities of losing mental or physical capacity at some point in your life are becoming more and more possible. This is where a Power of Attorney can help you.
To make things as easy as possible, we offer home visits throughout the Cheltenham area. We provide structured meetings to go through all your options and give you plenty of time to think things through.
We also provide appointments over the telephone or online video calls at your preference.
Bees and Co: 01386 244 257
Email: johnbees@beesandco.com
Fill out our contact form
If you would like to visit us, our Head Office is a 25-minute drive from the centre of Cheltenham.
Head North on the A435
Take the B4079 past Aston Cross until Bredon.
Turn left onto Kemerton Rd (B4080)
Take the 2nd left on Station Drive.
Our office is on the left, in European House.
Click here to see our location on Google Maps
Writing a will is crucial to providing security and certainty for your loved ones and gives you peace of mind that your wishes will be respected. However, it can be complex. Bees & Co. are here in Cheltenham to support you with advice and will-writing services.
A well-constructed will protects your assets and simplifies your estate for your executors.
To make things as easy as possible, we offer home visits to draft, write and submit your will in Cheltenham and the surrounding area.
We provide structured meetings to go through the will-writing process at your pace, leaving no stone unturned.
We also provide appointments over the telephone or online video call at your preference.
Lasting Power of Attorney is essential for supporting family members with financial, medical and domestic affairs that they can no longer manage themselves. Our financial advisors in Cheltenham help clients every day with this important documentation. The first meeting is free of charge.
It is important to set up LPA in good time and under proper instruction so that your loved ones can step in when the time is right. Cheltenham residents can call on us to assist in setting up LPA, with advice on the different kinds of powers, how to name power of attorney candidates and more.
You may need a Health & Welfare LPA or a Property and Financial Affairs LPA, or both. When someone is unable to manage these things themselves, and they do not have a Power of Attorney document to name who they want to make decisions on their behalf, The Court of Protection takes control of their affairs.
Bees & Co. provide free financial advice for existing customers in Cheltenham. With over 40 years of financial advisory experience, our partners can offer accurate, up-to-date guidance. We can help you understand investments and savings, retirement planning and more.
If you’re using our other Cheltenham services, we can advise on:
View all Financial Advice
