At Diamond Heron we are proud to have a long history of assisting and advising families and individuals with managing their personal affairs. We strive to offer a friendly and efficient service tailored to your needs. We will give you straightforward advice based on current regulations and guidelines. We will ensure that we have given you the opportunity to consider all options available and that any decision you make will be well informed and suitable for you. We know that these can be sensitive issues to consider but we will act with compassion and efficiency to make managing these matters as simple for you as possible.
MAKING YOUR WILL
Our team of professionals will meet with you to discuss your individual needs and provide you with advice and drafting tailored to you. You can have piece of mind that your loved ones will be provided for and cared for.
ENDURING POWERS OF ATTORNEY
At Diamond Heron we recommend that all clients consider executing an Enduring Power of Attorney to ease any difficulties for your loved ones should you require their assistance to manage your finances in your lifetime.
ESTATE ADMINISTRATION
Winding up the estate of a loved one can be a daunting process but our private client solicitors will handle your needs with professionalism and compassion. Acting on your instructions we can arrange to obtain the valuations necessary to advise you regarding inheritance tax liabilities and ensure all available allowances are claimed.
We will apply for and extract the Grant of Probate / Administration from the Court and complete the distributions of the estate according to the terms of the Will or rules of intestacy.
Our Solicitors will also be available to advise your loved ones on their own estate planning and consider with them post death variations and updating or drafting their own Wills.
TRANSFER OF EQUITY
Our team can meet with you to discuss the implications of any property transfer or lifetime gifting which you are considering to ensure you understand and comply with current IHT requirements and long term care guidelines. We will listen to you and can offer specialist referrals to financial advisors or accountants for detailed financial advice and options if required.
