Wealth Management
Helping You With Wealth Management
At Fraser Dawbarns LLP, we work closely with our clients to provide a bespoke service that affords you confidence of knowing your affairs are possible, so as to give protection to you and your loved ones in the face of life’s many challenges; those that are easily foreseeable and those that are less so.
When it comes to protecting and preserving your assets there is rarely a single solution. Often a combination of processes have to be considered to achieve the desired results and the Tax and Trusts specialists at Fraser Dawbarns will be happy to have a discussion about which of these would work best for your circumstances.
Our Specialists
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Tax Planning
There are numerous ways you can mitigate a liability to Inheritance and Capital Gains Tax:
- Making lifetime gifts of capital and/or income.
- Establishing a tax efficient trust during your lifetime.
- Ensuring you have a properly drafted Will.
- Taking full advantage of reliefs that might be available on your death such as Business Property Relief and Agricultural Property Relief.
Contact our Wealth Management team for help with all aspects of tax planning.
Lasting Power of Attorney Property and Financial Affairs
A professionally drafted Lasting Power of Attorney (LPA) can ensure the people or person you trust the most can manage your financial affairs for your benefit, should you lack the mental capacity to do so. Your Attorneys can protect your assets when you are at your most vulnerable and make sure your best interests are taken care of.
By taking the time to prepare a Lasting Power of Attorney you can tailor the provisions to suit your specific circumstances. Your Attorney will have the authority, subject to any restrictions you might wish to impose, to:
- Buy and sell property on your behalf.
- Manage your investments.
- Deal with your pensions and other sources of income.
- Make sure all of your bills and liabilities are paid.
Speak to our Wills and Estates team today, for a sympathetic and practical look at how a Property and Financial Affairs LPA could benefit you..
Commercial Lasting Powers of Attorney
You may consider creating an LPA that deals specifically with your business interest. Whether you are a partner of a business or the director of a limited company, your Commercial LPA will make sure your business continues to run smoothly in the event that you should become unexpectedly incapacitated. If you find yourself in this position without an LPA in place, your business could suffer tremendously, putting strain on your family, business partners and colleagues. This could affect payment of wages, contracts may not be able to be entered into and creditors might not be able to be paid.
A commercial LPA is different to a personal LPA. The people you appoint under a Personal Power of Attorney might not be the same as those you would appoint under a Commercial Power of Attorney. For instance, you may not think it suitable to appoint a relative or a friend, but rather someone who knows your business and has the requisite experience and expertise to make proper business decisions.
Testimonials
Elieanora offered a very personal service and looked after our best interest at all times. Answering emails and phone calls after hours and even on holiday!A great personal and fun to deal with. Many Thanks.Client - Ely Office
Why Choose Fraser Dawbarns to Help You?
We offer a confidential and personalised service and are one of the largest and most well-established firms in the region. We care about our clients and will use our extensive legal expertise to give you total peace of mind that everything will be in order after your death.
We will advise you about everything from what to include in your Will, to setting up trusts and the potential effect of Inheritance Tax on your estate.
Pricing Options
We offer a choice of pricing options to our clients. By offering the choice between undertaking work on either a fixed fee basis or at an hourly rate, we give you the freedom to pick the pricing option that best suits you.
Free Initial Consultation
We are happy to meet with you for a free of charge consultation. This will help us to understand your circumstances, find out what matters most to you and provide an estimate of the costs involved.
Giving you Total Peace of Mind
With offices in Wisbech, King’s Lynn, Downham Market, March and Ely we are close by if an urgent issue arises or if you need to sign something at short notice. If you need us to make a home or hospital visit, we will be pleased to come and see you.
If you would like any further advice on making a Will or any related issues, get in touch now and see how we can help you.
Contact Us Today
Our team will help you from the beginning of your case to the end, giving you total peace of mind. If you would like friendly, client focused advice on a wide range of legal issues, get in touch and see how we can help you.
Call or email us today and find out how we can make your life easier.
