Whatever your goals, we offer intelligent, expert solutions which are tailored to your particular needs. The following case studies describe a variety of situations where we can help you avoid costly mistakes:
Young love and Inheritance
Matthew recently inherited a share of his grandfather’s estate worth £120,000. He and his partner are in their early twenties and are thinking of buying a house together, with each paying a half share of the mortgage instalments and Matthew providing the bulk of the deposit. Can they ensure they each receive their fair share of the property in the event of a split, or remain in occupation if one of them dies? Do they need to make wills?
What should I do next?
These are just a small selection of instances where you should obtain expert advice before taking action. Our strength is in analysing your position, recognising any pitfalls and providing creative and thoughtful solutions that suit your circumstances. For further information contact trusts@lanesmithshindler.com or telephone 0845 658 48 48.
