Safeguarding and protecting
From writing a will in your own home to working alongside your management team to create business continuity plans, Halliday Wills and Legal are specialists in helping individuals and businesses to create legally sound wills and Lasting Power of Attorney agreements, whilst navigating the complex legal processes involved in estate administration, guardianship, lasting power of attorney, trust planning and probate.
Personal Services
Supporting hundreds of clients to achieve peace of mind and feel free from the burden of worry regarding their assets and providing for their family should they die or become incapacitated, we offer the following services:
Personal Wills
Creating a personal will is a fundamental step in securing your assets and ensuring your family’s well-being in the event of your passing. Our team specialises in creating personal wills that reflect your wishes and stand the test of legal scrutiny.
Lasting Power of Attorney (LPA)
Prepare for the unexpected with our LPA services, allowing you to appoint trusted individuals to make decisions on your behalf if you become incapacitated. A robust LPA is invaluable in the event of ill health or death – ensuring your financial, health, and personal affairs are managed by someone you trust.
Protective Property Trust (Care Home Fee Mitigation)
Navigating care home fees can be challenging, but our experts specialise in protective property trusts. This service enables you to mitigate care home fees and safeguard your assets for future generations.
Vulnerable Persons Trust
For those with vulnerable dependents, our trust services provide a comprehensive solution, securing the financial and personal well-being of your loved ones.
Probate Assistance
Handling the probate process can be overwhelming, especially during an emotional time. We aim to streamline the process, allowing you to focus on honouring your loved one’s memory, this includes recommending and appointing a trusted specialist Probate Solicitor if required.
Executor Bereavement Assistance
Acting as an executor comes with significant responsibilities. Our executor support service assists you in navigating estate administration, ensuring a smooth execution of the deceased’s wishes.
Guardianship Orders
Securing the future of your dependents is paramount. Our guardianship order services enable you to designate guardians for your minor children, ensuring their well-being in the event of your untimely absence.
Trust Planning
Trusts are a versatile tool for estate planning. Our trust planning services help you create customised trusts to address your unique goals, whether it’s asset protection, tax efficiency, or charitable giving.
If you would like to discuss any of our personal services, please get in touch today
Business Services
After years of hard work building your business to the position it is in today, our expert team will guide you through forward planning required when deciding what will happen to your business in the future. This includes the following services:
Business Wills
Our Business Wills service is designed to safeguard the future of your business by ensuring that your assets and interests are protected. We work with you to create a comprehensive will that outlines your wishes for the seamless transition of your business in the event of unforeseen circumstances.
Business Continuity Plans
We will help you create and implement robust business continuity plans, helping you identify potential risks and outlining strategies to ensure uninterrupted operations, even in the face of unexpected events.
Business Lasting Power of Attorney (LPA)
Business LPAs empower you to designate individuals who can make critical decisions for your business if you are unable to do so. This legal document ensures that your business affairs are managed by trusted individuals, ensuring continuity and stability.
Business Consultancy
With extensive experience in strategic planning and business management our expert team can help with a range of business services – from budget forecasting to service delivery and HR issues to litigation mitigation.
Inheritance Tax Mitigation
Inheritance tax can significantly impact your business’s financial well-being. Our team specialises in Inheritance Tax Mitigation strategies, employing legal and financial techniques to minimise tax liabilities and protect your hard-earned assets for future generations.
Business Tax Relief
Explore our Business Tax Relief services designed to optimise your tax position. Our experts analyse your business structure and operations to identify opportunities for tax relief, providing financial benefits and ensuring your business remains competitive in the market.
Trust Planning
Trusts are powerful tools for businesses, offering solutions for asset protection, succession planning, and philanthropy. Our Trust Planning services are tailored to address your specific business goals, providing a comprehensive framework for managing and preserving your business assets.
Get in touch to find out more about our specialist business services