St Albans Will Writing, Probate, Trust Planning, and LPAs
Advisors Serving St Albans
Our partner, David Barnett is available in the St Albans area to provide home visits for advice.
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Estate Planning Service St Albans
David Barnett is a local advisor with more than 30 years’ experience in financial services, specialising in estate and succession planning. As members of the Society of Will Writers, we are well-resourced in understanding the difficulties these decisions often involve.
We also provide appointments over the telephone or online video call at your preference.
Bees and Co: 01386 244 257
Email: david@beesandco.com
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Will Writing
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.
Trust Planning
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.
Financial Guidance
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.
Probate
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.
Tax Planning
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.
Power of Attorney
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.
Offering Home Visits near St Albans
To make things as straightforward as possible, we offer home visits in St Albans, Hemel Hempstead and Welwyn Garden City, and surrounding rural areas.
We provide structured meetings to cover all your options and give you plenty of time to think things through.
Home visits are best for many of our clients, as you will have your personal documentation nearby. This can make services much simpler.
Why should I make a will?
A will explains how you want your property and assets to be treated after you pass away. It also sets out your wishes for your dependents, if you have any, such as who should take guardianship of your children. If you die without a will, these wishes are not recorded legally and the decisions will be made by the government instead.
How Complex is it to set up a Will
Writing a will can be complicated, as there are many different parts to consider. However, with advice from Bees & Co. you can set up a will very simply. We break down the process in structured meetings to make sure you cover everything and your wishes are recorded correctly.
Can I change my Will after it has been written?
You can amend your will at any time after writing. We keep a copy of your will on file and can make any changes and additions for you. All you need to do is call and let us know. We will update the will and send you a new copy.
Read more about our Will Writing services.
What is a Power of Attorney?
Lasting Power of Attorney is a document which names one or more attorneys, people you trust, to make decisions on your behalf. The affairs can be specified as Health & Welfare or Property and Financial Affairs.
Our advisors in St Albans arrange LPA for many clients. The first meeting is free of charge and can happen at your home, on the telephone or over a video call.
Should I have a Power of Attorney?
Putting in place a power of attorney can give you certainty and security that someone you trust is managing your affairs if you become unable. There are two types: Ordinary power of attorney, which is temporary, and Lasting power of attorney (LPA). St Albans residents can take advice from Bees & Co. as to whether LPA is right for them.
Who can set up a Power of Attorney?
Anyone aged 18 or older, who can currently make financial, medical and property decisions, can arrange for someone else to make these decisions in the future. Many people do this while writing their will.
Expert, Tailored Financial Advice – St Albans
Existing customers have access to our experience in financial advisory services, for no additional cost.
All-In-One Financial Advice
We can advise on pensions, investments, mortgages, equity release, assurance, tax planning, commercial finance and more.
Offering Home Visits near St Albans
To make things as straightforward as possible, we offer home visits in St Albans, Hemel Hempstead and Welwyn Garden City, and surrounding rural areas.
We provide structured meetings to cover all your options and give you plenty of time to think things through. Home visits are best for many of our clients, as you will have your personal documentation nearby. This can make services much simpler.
We also provide appointments over the telephone or online video call at your preference.
Contact Us today for more information about our services in St Albans.