Private Clients
We have since 1876 been looking after the interests and affairs of private clients.
How we can help
If you are seeking advice or an answer to any problem, whether big or small, we are sure we can help you. On a day-to-day basis we are advising on the following matters:
Writing Your Will and Establishing Trusts
Death is a subject that many of us would prefer not to dwell on. However it is the one certainty in life and we must be prepared for it. Taking care of those you love and ensuring that your money and possessions go where you want them to are very important matters. Dying before writing a Will can spell disaster for family and close friends who may lose possessions and even their homes. So, to spare loved ones further pain after your death, it is vital that you have drawn up a Will.
To make sure that you get things right we will be happy to help you with your Will or to set up trust funds for those close to you. We will also assist in matters immediate and practical such as funeral arrangements and the registering of the death.
Inheritance Tax
Many people assume that they will not be affected by inheritance tax but with the recent rise in the value of homes and the stock market, it is a good idea to seek advice on whether or not inheritance tax will apply to you. If it does, decisions made now can minimise the share of your estate that is taken by the tax man and so increase the amount that your family will receive in the event of your death.Executries
We have a lot of experience in efficiently administering Executries and winding up the deceased's estate. We always aim to provide as much assistance as is possible, to help the family of the deceased deal with the many and varied matters that arise following death.
Powers of Attorney
We can help you prepare and operate a Power of Attorney whereby a trusted friend or family member will be appointed to manage all of your financial affairs in the event of you losing the ability to make decisions.
Retirement
Retirement is a time to relax and enjoy the benefits of a full, working life. It is a time for travel, for new experiences and for spoiling yourself a little. However, to fully enjoy the benefits of retirement it is essential for you to plan ahead in order to provide for any financial or social help that you may require.
Community, Residential and Nursing Home Care
There may come a time when you will need to consider moving into a nursing or residential home. This can be a very expensive process and you may need to use a large part of your savings and assets to pay for it. Alternatively, you may decide to remain in your own home and simply be looked after by family or community care which may or may not be free of charge. In either case, the paperwork involved can be quite confusing and we can help you with this.
Tax Management
At A & W M Urquhart we will assist you in preparing and lodging your Income Tax Return.
Do get in touch with us - we will be pleased to help.
We would be pleased to meet with you whether in our office or at your home.
