Shacklocks Solicitors
You are in: Shacklocks Solicitors |How We Can Help | |

Rearranging the estate to assist in estate planning

When you know that we are moving through the initial administration stages of the estate process most people will breathe a sigh of relief.

"Everything was explained to us in the simplest of terms to our complete understanding, thank you. Many thanks for the considerate way you handled my business after my sad loss. Mr M."
Clients of the Private Client Services Department at Mansfield

It is at this stage that we will, as a matter of course, assess whether the arrangements put into place by your loved one either by Will or Intestacy (if there is no Will) are the best for all concerned. There are many reasons why you might consider changing who benefits and by how much.

The most common reason to date for families to use this option has been for tax savings. We are able to offer an exceptional service here in that we have specialists in both legal and financial work to ensure the best outcome for you and your loved ones.

Even where there are no tax savings to be made we will provide you with up-to-date solutions to protect your wealth for future generations.

This option should also be considered by families who feel that their loved ones would have:

1. made different arrangements had they have had the opportunity

2. wished to have made a provision for someone special who is not included to benefit

Or simply the person who is to receive the benefit feels that another member of the family needs it more