New Clients
Robert Cartmell – Director
If you are new to us, thank you for considering asking us to help you. This is what you can expect and demand:
- Estate Planning: expert advice on appropriate structure for your Wills and LPAs, IHT expertise, and all the knowledge and information you need to decide on how to pass your estate to your beneficiaries with as much protection as possible.
- Probate/Estate Administration: full care and conduct of all aspects of managing an estate administration from start to finish; including trust administration and advice on maximising your tax allowances and ensuring excellent communications and value for money throughout.
- Trust Management: straightforward, clear and compliant advice and assistance with practical management of the trust so that the aims are fully achieved.
There is much confidential and personal information (including financial information) taken as part of Estate Planning and Wills preparation. It can be information that is sensitive and personal, even for the most basic of circumstances. As relationship and trust is important and an ongoing one for our clients, it is important to have a first meeting with Robert. Our 1st meeting is usually without charge (ie is at our cost) so that we can establish with you what you wish to undertake and why.
We wish to help you for the longer term rather than one transaction. It is important to understand you and your wishes and for you to understand the advice and options available for you – ie the solutions. Robert will spend 1-2 hours to gain the understanding of your personal, family, financial circumstances and requirements both now and in the future as well as events and matters on which you are likely to require professional help and assistance.
