Putting your mind at rest. Private Client Services

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1 Putting your mind at rest Private Client Services

2 2 How can we help? Taking care of our clients Seth Lovis & Co is a modern and friendly law firm that specialise in a range of legal services including advising private individuals and private businesses. We combine thoughtful and intelligent advice with a highly personable approach, providing each of our clients with a completely bespoke service. Ensuring you receive the right advice for your circumstances is essential when selecting a lawyer to handle your personal affairs. We adopt a sensitive, practical and creative approach in our services. Our aim to offer a bespoke service to all our clients however complex their circumstances may be. We take time to understand our client s individual circumstances and family relationships so that they may make the best possible decisions for present and future generations. Our services include: Wills, Estate and Succession Planning Probate, Intestacy and Administration of Estates Trusts Creation and Administration Powers of Attorney and Elderly Client Services If you would like to discuss any private client matter with one of our solicitors, please call us for a free initial consultation so we fully understand your legal requirements. Contact us by phone on or by at

3 3 4 One of life s biggest concerns is what happens when we are no longer here, which is why our solicitors are committed to providing all our clients with the highest levels of care and legal advice in a fully bespoke service, ultimately putting their minds at rest Wills, Estate and Succession Planning Nothing about you is standard This is why you need succession-planning solutions tailored to your unique circumstances. We will provide you with sound, professional advice when writing your Will. A well-structured Will is the cornerstone of a succession plan, meaning that in the event of your death you will avoid unnecessary taxes, challenges to validity or substance, and your wishes being unrecognised. As your assets vary and grow and your family s needs change, your Will must evolve to keep pace. We will always be pro-active in reviewing the provisions of your Will periodically, so that it remains up to date. We can also advise you on making lifetime gifts in the most tax-efficient way and putting assets into trust to pass down the generations. Probate, Intestacy and Administration of Estates After the death of a loved one, paperwork is the last thing you want to deal with We can help you shoulder, what can seem to be a heavy burden, at such a distressing time. In particular we can help you with: The preparation of the necessary HMRC tax returns The application for the Grant of Probate or Grant of Representation Advise on tax reliefs available and on maximising their use Negotiations with HMRC Assistance using our international network of advisors where foreign assets are involved Setting up and administration of any trusts arising under the Will or as a result of intestacy We recognise every one of our clients personal circumstances are different, which is why we like to meet our clients face to face. To arrange a meeting to discuss a Will and/or your Estate Planning requirements, please call us on or After the death of a loved one, probate and estate administration is often the last thing you want to consider. Our Probate solicitors offer a sympathetic approach, helping you in a discrete and professional manner, every step of the way. To discuss a probate matter please call us on or

4 5 6 I instructed Seth Lovis & Co to prepare several documents including Declaration of Trusts, Powers of Attorney and my Will. I found the advice given to be professional, consistently thorough with a meticulous attention to detail, factors I consider to be most important. I would certainly use Seth Lovis & Co again in the future, whatever my legal requirement. MG, London Trusts Creation and Administration Do I need a Trust? There are many reasons for putting assets into trust. You may wish to protect family members from the dangers of sudden wealth or to provide for the education of a grandchild. Or if you have received compensation for a personal injury, placing that compensation into trust will preserve your entitlement to state benefits. We provide a formation service for lifetime trusts ensuring that you have the most appropriate form of trust for your requirements. In addition we supply a full trust administration service, liaising with trustees and beneficiaries and other professionals including HM Revenue and Customs, preparing accounts and advising on all aspects of UK trust taxation. Powers of Attorney and Elderly Client Services Planning for the future We all know that life is unpredictable; incapacity, be it mental or physical, will limit our ability to look after our own affairs and make decisions on our own behalf. A lasting Power of Attorney allows you to appoint somebody to deal with your affairs in the event that you are unable to do so. The absence of a Lasting Power of Attorney can lead to considerable inconvenience and cost. Where somebody does not have mental capacity to put in place a Power of Attorney document, we can assist you to obtain a Deputyship Order to manage their affairs. When considering the future, thought must also be given to the likelihood of some form of long term care being required and where the burden of such cost will fall. We can assist you to structure your estate to protect it from care costs in the future. Trust in us to provide you with innovative and expert legal advice when it comes to the creation of trusts. To arrange a consultation with one of our private client solicitors, please call us on or For peace of mind that your affairs will be dealt with by someone of your choosing if you find yourself unable to make important decisions, we can help ensure this happens. To discuss Powers of Attorney or any other elderly client service, please call us on or

5 33 Henrietta Street, Covent Garden London WC2E 8NA Telephone:

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