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Asset Management

Asset Management & Estate Administration Solicitors Cardiff

For asset management and estate administration solicitors in Cardiff, Crowley & Company Solicitors can help. Managing your assets is something that you should consider regularly.

We are able to help with many aspects of asset management. This includes tax planning, wills, probate, applying for powers of attorney, administration of estate upon death and trusts.

Tax Planning & Estate Management Services

Our goal at Crowley & Company is to preserve your wealth and minimise inheritance tax on your Estate. A person’s estate consists of their possessions, including property and money. If you’re unmarried and your estate is valued at more than £325,000, your estate may have to pay tax at 40% on anything above this value. To prevent this from happening, we can provide advice on how to minimise inheritance tax. 

You can preserve your wealth and minimise inheritance tax in a few ways:

You may also receive relief in terms of your estate in the form of business or agricultural relief. This is dependent on the land, assets and structure of the business.

Contact us to arrange an appointment to discuss your estate planning on 02920 458 895.

Lasting Powers of Attorney

As we grow older, our mental capacity can deteriorate. If you feel you are having trouble with making decisions, you may wish to consider appointing an attorney (a person that you trust) to help make decisions with you, or on your behalf. Powers of attorney are legal documents that lets the ‘donor’ appoint one or more ‘attorneys’ to help make decisions in relation to your health and welfare or financial affairs.

Health & Welfare Lasting Powers of Attorney

When making an application for a lasting power of attorney, such application would allow the attorney to help or make decisions about the following:

Financial Affairs Powers of Attorney

A lasting power of attorney for financial affairs would allow the attorney to help or make decisions about the following:

We are able to provide advice, assist you with drafting your application, help you to submit the application and liaise with the Office of the Public Guardian or Court of Protection. The help you require will be put into place as quickly as possible and in accordance with your wishes. We offer legal advice on:

Before making any application to the Office of the Public Guardian, you should consider the following factors:

Court Deputyship

Court Deputyships can be obtained by a third party if a person no longer has the capacity to apply for a lasting or ordinary power of attorney. A deputyship may be obtained once a person is deemed to have lost or lack a reasonable level of mental capacity and require decisions to be made in relation to their assets or welfare.

Contact our asset management and estate administration solicitors in Cardiff today.

Contact Our Asset Management & Estate Administration Solicitors In Cardiff

If you need assistance with asset management, contact our estate administration solicitors in Cardiff. The team at Crowley & Company have all the necessary experience to assist you with your requirements.

Book an appointment with one of our industry leading solicitors to see how we can help you today. 

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