Our friendly team of experienced professionals offer a tailored approach to your requirements. From planning for the future to dealing with the death of a loved one, Rogers & Norton provide a sensitive and personalised service.
Wills
Recent research suggests that many adults don’t have a Will. Whatever the reasons for not having one, there are numerous considerations for putting one in place. A Will enables you to decide who you want to deal with your property and possessions and how they should be dispersed upon your death.
If you don’t have a Will, Intestacy Rules will apply to your estate. These basic principles were established with the aim of ensuring spouses and children were taken care of in the event of a loved-one’s death. However, the rules don’t account for more contemporary familial set-ups. Unmarried partners and stepchildren for example, are unlikely to be immediate recipients under Intestacy Rules.
To ensure your estate is managed in the way that you want it to be, it’s crucial to entrust the preparation of your Will to a suitably qualified professional. The team at Rogers & Norton are experienced in tailored and effective Will-writing. They can take you through the various options surrounding Tax and Estate Planning to prepare a Will that is appropriate to you and your wishes.
This may mean writing Trusts into your Will. The inclusion of Trusts can provide greater flexibility for your family, make provision for vulnerable loved ones and act as a tax or estate-planning tool.
A Will made under the Mental Capacity Act for someone who has lost capacity is referred to as a Statutory Will. An application can be made to the Court of Protection to gain approval for either a new Will or to change an existing one. If the Court of Protection believes the changes to be in the best interests of the person who lacks mental capacity, they will approve it.
Estate Administration and Probate
Dealing with a deceased loved-one’s financial affairs can be a daunting prospect. If you are named as an Executor in their will or are entitled to act as an Administrator of their estate, it can be beneficial to seek professional guidance and assistance to understand the requirements and responsibilities of your role.
The team at Rogers & Norton can obtain a Grant of Probate or Letters of Administration, account for Inheritance Tax, gather the deceased’s assets, settle debts and distribute the estate on your behalf. From advising on initial steps to providing a complete Estate Administration service, Rogers & Norton offer as much or as little help and practical support as you need.
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