Kindred Estate Planning

Don't let the legacy you leave be one of chaos and confusion

Here at Kindred Estate Planning, we are passionate about ensuring that we have done all that we can to make life a little easier for your loved ones when the time comes.

Protect Your Future with Lasting Power of Attorney - Expert Legal Advice

Our team at Kindred Estate Planning has seen first-hand the benefits of having Lasting Powers of Attorney (LPAs) in place.

Briefly, there are two types of LPAs; one for your Property and Financial affairs and another for your Health and Welfare. The Finances LPA document will enable your Attorney(s) to manage your financial affairs should you be unable to do so yourself. This can include if you lose your mental capacity and also if you retain your mental capacity but simply require some help. This depends on the options you choose in your document and we would help you with this decision when preparing such documents.

The Health LPA document can only be used in the event that you lose your mental capacity. It can cover a whole range of welfare issues, including, but not limited to, life-sustaining treatment.

You can also refer to our blog page for additional information on care home fees.

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FAQ: Lasting Power of Attorney

An Attorney is the person you nominate to look after your affairs whilst you are alive.

You can have more than one and also have a replacement who will step in if something happens to your initial Attorney.

If you lose your capacity and didn’t get around to making an LPA, in some circumstances we can apply to the Court of Protection for a Deputyship Order but the process is very costly and very lengthy.

If you have already made an EPA, provided that it has been signed correctly, it will still be valid. However, your EPA will only cover your financial affairs and will not cover your Health and Welfare.

Kindred Estate Planning Services

At The Kindred Collective, we’re committed to building lasting relationships with our clients and their families. We believe estate planning is more than just legal documents; it’s about providing peace of mind and protecting the people you care about most. Contact us today to learn more about how we can help you plan for the future.

Wills

Creating a Will is a crucial step in planning for your future. At The Kindred Collective, we understand the importance of tailoring advice to your unique circumstances.

Business Wills

Here at The Kindred Collective, we help business owners understand the significance of having a valid Will, Business Lasting Powers of Attorney, and making the most of their Inheritance Tax allowances.

Care Home Fee Planning

Navigating care home fees and planning for them can be a challenging task. Many people decide to make decisions about their assets without seeking professional advice, which can lead to undesirable outcomes.

Expert Will Writing Services for Your Peace of Mind.

Creating a Will is a crucial step in planning for your future. At The Kindred Collective, we understand the importance of tailoring advice to your unique circumstances. That’s why we offer a complimentary initial consultation to gather information and address any questions you may have.

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Tailored Solutions

After assessing your situation, we’ll provide you with personalised recommendations and discuss options for creating the best Will to meet your needs and desires. If you’re a business owner looking to maximise your Inheritance Tax allowances, please click here for more information.

Complimentary Consultation

We understand that the process of planning for the future can be overwhelming and complex. That's why we offer a complimentary initial consultation to help you get started. Here we will take the time to listen to your concerns, gather information about your unique circumstances, and answer any questions you have.

Will Writing: Frequently Asked Questions

An Executor is the person that has the authority to administer your estate when you die. This could include selling property, closing bank accounts and applying for the Grant of Probate.

A Trustee is a person who has the authority to look after the monies from the estate. This may be as a result of a Trust being set up in the Will or for minor beneficiaries.

In simple terms, a Guardian can be named to look after minors in the event that the person with parental responsibility has predeceased the survivor.

"Estate planning is the most important and everlasting gift you can leave to your loved ones. "

— Suze Orman

Read our latest blogs and updates to stay in-the-know about all things estate planning.

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Protect Your Assets and Plan for the Future with Our Care Home Fee Planning Services.

Navigating care home fees and planning for them can be a challenging task. Many people decide to make decisions about their assets without seeking professional advice, which can lead to undesirable outcomes.

At The Kindred Collective, we recognise the significance of maximising the inheritance you leave for your loved ones. This involves comprehending the roles played by your Will and Lasting Powers of Attorney. Don’t hesitate to reach out to us if you need further guidance.

You can also refer to our blog page for additional information on care home fees.

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Tailored Solutions

Our team of experienced professionals will work with you to understand your unique circumstances and concerns. We'll provide you with guidance on how to protect your assets and plan for the future. Every individual deserves the peace of mind that comes with knowing they have a plan in place for long-term care.

Complimentary Consultation

We understand that planning for long-term care can be complex and emotionally challenging. After assessing your situation, we will provide you with personalised recommendations and discuss options for creating the best plan to meet your needs and desires.

FAQ: Care Home Fee Planning Services - Get the Answers You Need

It is worth noting that individuals with substantial savings and assets may be required to utilise some of them to cover their care expenses. If their savings and assets exceed £23,250, they will be responsible for covering the full cost of their care. If their savings and assets are between £14,250 and £23,250, they will need to contribute to their care costs, but the government may also provide assistance.

Capital refers to all the assets that have a monetary value, including but not limited to your home, savings accounts, investments, and any other valuable possessions that you own.

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FAQ: Essential Estate Planning Services - Answers to Your Questions.

Estate planning is the process of preparing for the management and distribution of your assets after you pass away or become incapacitated. It involves creating legal documents such as wills, trusts, and powers of attorney to ensure your wishes are carried out and your loved ones are taken care of. Estate planning is important because it provides peace of mind, protects your assets, and minimises potential conflicts among family members.

An estate plan typically includes a will, which outlines how your assets will be distributed after your death, and a durable power of attorney, which designates someone to make financial decisions on your behalf if you become incapacitated. Trusts are also commonly used in estate planning to protect assets, minimise taxes, and provide for beneficiaries. Other documents that may be included in an estate plan are healthcare directives, living wills, and guardianship appointments.

The best time to start estate planning is now, regardless of your age or wealth. It’s important to have a plan in place to protect your assets and provide for your loved ones in case of an unexpected event, such as an illness or accident. Waiting too long to start estate planning can result in unnecessary stress, delays, and costs for your loved ones.

It’s a good idea to review your estate plan every 3-5 years or after any major life event such as a marriage, divorce, birth of a child, or change in financial circumstances. You may also want to update your estate plan if there are changes in tax laws or if you want to change your beneficiaries or the way your assets are distributed.

Secure Your Business Legacy with Our Professional Business Wills.

Here at The Kindred Collective, we help business owners understand the significance of having a valid Will, Business Lasting Powers of Attorney, and making the most of their Inheritance Tax allowances. If you have a qualifying business, you may be eligible for a valuable tax relief called Business Property Relief (BPR).

To ensure that the probate process runs smoothly, we can review your Shareholder Agreements and prepare a Cross-Option Agreement, so you can have peace of mind knowing that your affairs are in good hands.

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Tailored Solutions

We'll work with you to create a customised plan that addresses your specific concerns and protects your business legacy. We understand that every business is different, which is why we offer tailored solutions to meet your needs.

Complimentary Consultation

Our goal is to make the estate planning process as easy and stress-free as possible for you. By offering a free consultation, we can help you understand your options and provide you with the guidance you need to make informed decisions about your future.

FAQ: Business Wills - Your Questions Answered.

To qualify for the relief, an Executor must demonstrate that the deceased had owned the business or asset for a minimum of two years prior to their passing.

Business/interest in business and unlisted company shares may get 100% relief. Contact us to check eligibility.

It’s important to note that if your business is primarily involved in dealing with securities, stocks or shares, land or buildings, or investing, then it may not be eligible for BPR. However, we can help you explore other options that may be available to you, so please feel free to get in touch with us for further guidance.

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Whether it’s answering quick queries directly or providing you with the latest updates, info, tips & tricks through our social media. There are plenty of ways to keep up-to-date and get in touch with our team!

Got a question for our team? Leave us a short summary of your query and one of our expert advisors will be in touch.