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This article was published on March 18th, 2014
Time can really fly and it’s unlikely that you’re in the same position now as you were five years ago. It’s important that your Will suits your current circumstances, so why not take advantage of our FREE Will review service?
The rules relating to inheritance tax are complex. Ensure that you understand whether inheritance tax will be an issue in your estate and if so, consider any steps that might be taken to mitigate the amount paid.
This is often overlooked in estate planning; however, it can be a very effective planning tool. It’s crucial to be aware of what your policy will pay out and to whom, as this may have tax implications for your estate.
We all know someone who can no longer manage their own affairs through either mental or physical incapacity. Making an LPA provides peace of mind by allowing you to choose who would take on this role for you should you be unable to manage this yourself.
Have you considered whether a trust could help to protect assets for your family? Maybe you are happily married and each have children from previous relationships, or perhaps you have a child with a disability. In these circumstances, trusts can be used to benefit you.
Call us now on FREEPHONE 0800 1979 345, or complete our simple enquiry form.
This website privacy notice sets out how Thorneycroft Solicitors uses and protects any information that you give Thorneycroft Solicitors when you use this website.
Thorneycroft Solicitors is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.
Thorneycroft Solicitors may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 01/05/2018.
What we collect
We may collect the following information:
We will collect the information directly from you via completion of our enquiry form on the website.
What we do with the information we gather
We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:
We will also collect and process your personal data if you have consented to receiving marketing in respect of our services. You are able to unsubscribe or withdraw your consent at any time by emailing [email protected] or writing to ‘Marketing’ at Thorneycroft Solicitors, 9a Bridge Street Mills, Bridge Street, Macclesfield, Cheshire SK11 6QA.
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
If you do not instruct us in relation to your legal matter, your personal details will be retained for a period of 12 months.
If we are instructed in relation to your legal matter, we will keep it in line with our data retention periods. Details of our retention period for your legal matter can be found within our Client Care Letter and/or Terms of Business, under the heading file retention.
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