Advice About Care
Our executor support service
When you have a relative close to passing away or has passed away, but don't know what to do next, then give us a call.
Our role is to support you through the first stages of being an executor, learning how to gather all the right paperwork and who to tell, through to dealing with HMRC, the probate office, and beneficiaries under a Will (if there is one) etc.
Getting expert professional advice from an experienced and well-qualified adviser will help build your confidence that you have done everything correctly, with the least time-consuming hassle.
How we can help
We offer expert advice and experience on the role of executors, to reassure you that you have complied with the legalities required.
What Our Clients Say
"Ian was lovely. He came and talked us through our ideas about who would be executors, how to describe the beneficiaries, the trustees, the terms, and the conditions. When he left we felt as if he really understood what we wanted for our family.
Just as importantly he proved his value by showing us where some of our ideas wouldn't be legally allowed and had given us ideas about what to do instead. Ian's advice for all our very many questions was exemplary. Nothing was too much trouble; if there was correspondence to write, a phone call to make, something we needed to say to somebody; he had everything organised."
Kath and Ted, Grantham
What's on your mind? Let's talk...
We offer a free, no-obligation, initial telephone consultation for new clients to answer some initial questions and help you with some first steps.
After that, we will then ask if you would like to set aside more time at a good time of day for you, when we can meet in person, on video, or by phone, whichever is most convenient for you.
If you would like to use our services after our initial telephone call then we charge an hourly fee of £150, including travel time. We can also agree on a fixed fee depending on what you need.
What it means to be SOLLA accredited
As a financial planner accredited by SOLLA (the Society of Later Life Advisers), I know that the transition to elder care happens more smoothly and is often more aligned to the expectations of the individual and their family when plans are made in advance. This includes advanced planning around finances.
It’s often a surprise to people that later-life financial planning is a specialist area within the wider field of financial advice, but it is!
Clients requiring financial planning in their later life benefit from advice that is clear and concise. Such advice comes from an adviser that is suitably qualified and experienced to advise them and manage their financial planning.
This means you can work with an expert in funding care (whether for a care home or in-home care) and other later life financial matters – ensuring that money is one less thing to worry about when arranging for your own short or long-term care, or that of a parent.
We have been advising clients on long-term care, Lasting Powers of Attorney, Will writing and retirement solutions for several years now, backed up not just by professional qualifications but also by the membership of various professional bodies, most notably the Society of Later Life Advisers (SOLLA) and the Personal Finance Society.