Wills and Estates
Ungoed-Thomas & King has an established reputation in this area and has been recognised in leading legal directories for its expertise. Both Carys Owen and Adam Bruce have specific experience and background in this field and are members of the Society of Trust and Estate Practitioners. Roland Lewis is an expert advisor in elderly care issues and belongs to Solicitors for the Elderly, a specialist body recognised by the Law Society that deals with all elderly client matters. As such, the firm occupies a unique position in its ability to offer a complete package of these services under one roof, combining significant experience with a personal and individual service.
For every individual, a Will is an essential document to pass on assets as you wish to and to appoint guardians for children on death. It also allows assets to be protected and tax planning to be carried out. We can offer everything from very simple Wills produced at a highly competitive fee to fully tax-efficient Wills incorporating detailed trusts and powers for the control of assets and avoidance of inheritance tax.
The loss of a loved one can be very distressing and overwhelming, which is why we concentrate on a personal and sensitive approach at Ungoed-Thomas & King. We will meet with you at the outset and will assume as much or as little of the responsibility as you wish, meeting with you at various stages during the process. We will discuss with you tailoring our service to fit your wishes, for instance either producing very simple cash accounts or a bespoke set of full accounts. We can handle complex estates and intestacies where beneficiaries have to be traced.
Elderly Client Services
Old age raises various new challenges, some of which require a trusted solicitor, who is in a position to offer solutions tailored to your needs and to spend the time that it takes to explain these properly to you. One such issue is what to do if your mental faculties decline or you become affected by a physical disability and are unable to take legal decisions or sign documents, such as your bank cheques. We try to ensure that these issues are raised with you as part of our ongoing service and we have extensive experience in dealing with the Office of the Public Guardian following the onset of mental incapacity. We can also advise on the impact of care fees, as well as on the circumstances in which gifts may be made before incurring care fees.
Trusts and Inheritance Tax Planning
We can advise on all aspects of the creation, administration and termination of trusts and the tax consequences at each stage, as well as preparing the trust documentation, tailored to your precise circumstances.
We are involved in all aspects of inheritance tax planning, whether through the use of trusts, lifetime gifts or carrying out strategic planning through Wills.