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Steele Rose Services

What we do

You are in good hands…we are experts in Estate Planning and Will Administration.

For further information or to arrange an appointment please call – 01722 410009 or complete the contact form.

Probate

Probate and the administration of an estate can be a daunting process faced during an unsettling time. We are here to help and guide you with empathy and expert industry knowledge. Our Probate team are well-versed in all estate matters, including Deeds of Variation and advice in respect of Inheritance Tax. Take a look at our FAQ page for some commonly asked questions and some preliminary guidance on Probate and the ensuing process.

Deed of Variation
A Deed of Variation can be used by the beneficiaries to change entitlements under a Will or Intestacy (most commonly for tax saving purposes) – it allows a beneficiary to re-direct his or her gift for the benefit of another individual (avoiding the same money being taxed twice). This is to be completed within two years of the date of death.

Inheritance Tax Advice
Our IHT Savings Trust is designed to allow individuals to remove taxable assets (normally cash) from their estate to reduce the inheritance tax liability. These funds are gifted to the trust (either as a single payment or several single payments) as a lifetime transfer. The Settlor can manage the funds if they are not used to benefit the Settlor.

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Wills

A Will is a legal document that outlines how you want your assets distributed and who will care for your dependents after your passing. It is crucial for anyone who wants control over their legacy. You might need a Will if you want to specify beneficiaries, appoint guardians for dependents, or designate an executor to handle your estate. Without a Will, legislation may determine asset distribution, potentially conflicting with your wishes. Creating a Will ensures clarity, prevents disputes, and provides peace of mind for you and your loved ones.

Crafting a Will is a responsible step toward securing your legacy, ensuring your wishes are honoured and loved ones are cared for. Whether you’re planning for the future or need to update an existing Will, our team is here to assist you. Let us guide you through this essential process, empowering you to protect your assets and loved ones with a legally sound Will.

Power of Attorney
Lasting Powers of Attorney allow you to nominate someone to handle your financial and welfare matters when you lose capacity to do so for yourself. Our team are well-versed in LPA matters and can provide you with the necessary guidance and reassurance for ensuring your attorneys have the authority to manage your affairs should the time arise. 

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