Wills and Powers of Attorney

The Wills and Powers of Attorney department is dedicated to advising and assisting individuals to arrange their affairs so as to provide them and their families with peace of mind. The service is individually tailored to your needs.

Wills

Wills are essential not only to make sure that you leave your estate to the right people, but can also help with reducing any tax that may be payable on death.

The Private Client team have a breadth of experience in advising individuals from drafting a first, simple Will to those who have complicated family circumstances or international assets.

We make sure that you end up with a Will that is tailored to your needs and provide a no obligation initial meeting in order to establish what Will is right for your particular circumstances.

We also offer a free Will review service to assess whether your current Will is valid and/or still meets your needs.

What our clients have to say:

"Thank you for all your help and most importantly, for all your support through this complex process. I'm delighted we engaged you."

"We very much appreciate the help you have provided."

"Thank you for your patience and for explaining so well all the details."

"I would just like to thank you for dealing with this in such a delightful, helpful, courteous and straightforward way."

"Stirling work."

Powers of Attorney

Powers of Attorney allow others you have nominated (called attorneys) to deal with your affairs on your behalf.  The Private Client team can assist by:

  • Drafting General and Lasting Powers of Attorney
  • Registering Lasting and Enduring Powers of Attorney
  • Acting as a Professional Attorney
  • Advising lay attorneys about their duties and navigating the Mental Capacity Act
  • Acting as a Certificate Provider

There are three main types of power of attorney:

  1. General Power of Attorney (GPA):  This allows attorneys to act on your behalf but only whilst you are still able to give instructions.  If you lost capacity, the GPA is no longer valid.
  2. Enduring Power of Attorney (EPA): This allows your attorneys to act on your behalf in relation to your property and financial affairs only.  It can be used, unregistered, before you lose capacity, but your attorneys must then register the document with the Office of the Public Guardian once you start to lose capacity.  Since 2007 you can no longer create new EPAs, but existing documents are still valid.
  3. Lasting Power of Attorney (LPA):  LPAs replaced EPAs in 2007.  Like an EPA, an LPA allows your attorneys to act on your behalf in relation to your property and financial affairs.  However, you can now also create an LPA so your attorneys can make decisions on health and welfare matters.  Unlike EPAs, LPAs must be registered before they can be used.  There are also additional steps involved in creating an LPA, such as nominating a certificate provider and person to be notified.

What our clients say:

"You have been really efficient and very reassuring."

"Unbelievably efficient."

Please contact Helen Calcutt at Metcalfes Solicitors for further information on 0117 945 3047, or email hcalcutt@metcalfes.co.uk.

Call us on 0117 929 0451 or email info@metcalfes.co.uk

Testimonials

I can't thank you enough, to say how happy I am with the way you have dealt with my matter. Many thanks. 
We found your team very polite and courteous at all times. Your team was very helpful with all questions and enquires we made, please thank them all.
Many thanks indeed for all your assistance and very professional approach, much appreciated
Helen Calcutt TEP
Head of Private Client - Senior Associate
0117 945 3047
Estates and Tax Planning, Wills
Sophie Hall
Solicitor
0117 945 3030
Estates and Tax Planning, Wills
Carla Davey
Paralegal
Estates and Tax Planning, Wills