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In focus: estate planning with Atherton York, and our new colleague Olly Biswas

Many of our longstanding clients have seen Atherton York grow progressively since our business was formed back in 2013.

Being true to our vision of fusing old-fashioned financial values with modern planning techniques, Atherton York maintains its commitment to offering affordable services that are most needed by our clients.

Will writing and Lasting Power of Attorney services with Atherton York

In the world of finance, there is little more traditional than providing for a Will and other estate planning measures, such as Powers of Attorney, with practising laws going back to the 1920s.

However, many people place these important aspects of finance on the back burner. For that reason, Atherton York is rightly bringing this conversation front and centre in 2024.

And so, we are excited to announce that Atherton York is now providing Will writing and Lasting Powers of Attorney (LPA) services.

Introducing Olly Biswas to the Atherton York team

To help our firm establish these two new services, we’ve brought in an experienced new colleague, Olly Biswas.

Olly is an Associate Member of the Institute of Professional Will Writers, as well as an experienced Financial Planner. Olly’s long career in financial management has included a 10-year stint as Chief Operating Officer for an international advisory firm in the Middle East and East Africa, before returning to the UK to take up the position of Senior Specialist Advisor working with the UK Regulator.

With Olly having worked with the highest levels of government in both the UK and abroad, Atherton York is extremely pleased to be able to bring him on board for the management of our long-awaited Will writing and Estate Planning services.

Why are we so passionate about Will writing and Lasting Powers of Attorney?

We appreciate that you have worked long and hard to acquire your wealth, and we know that you would like to have your say on who inherits it.

 We see that modern life and relationships offer a level of complexity not foreseen when the Administration of Estates Act was written in 1925. Yet this Act forms the basis of the current laws of intestacy, meaning many families around the UK often experience significant financial and emotional distress when a loved one passes away unprepared.

As such, we believe that it is important for you to be able to discuss your wishes and understand the consequences of any path taken, or not taken. 

Whether it is protecting yourself from the growing problem of sideways disinheritance (the financial exclusion of children from a first marriage by a second spouse), or protecting your home from care home fees, we ultimately wish to ensure that your wealth and possessions end up in the right hands.

As important as enshrining your wishes on death are, protecting your finances while you are still alive is just as important.

Sadly, many people are not aware that an Ordinary Power of Attorney ceases to have effect in the circumstance of a person losing mental capacity. In fact, only an Enduring Powers of Attorney signed before October 2007 can still be used in circumstances of lost mental capacity.

To ensure that the person that you choose is able to manage your finances and act in your best interest if you lose mental capacity, it’s important to take out a Property and Financial Affairs Lasting Power of Attorney (LPA) before the need is required. Likewise, when decisions on medical treatment, care provision, contact with others and where one lives a Health and Welfare LPA becomes important. You can read about the rules of LPAs and why they are so important in our in-depth article.

Our online insights can only provide a brief glimpse into the need for correct estate planning. Fortunately, a meeting with Olly and his team could go a long way to alleviate your concerns, and may help you take appropriate steps towards protecting your family’s wealth.

Atherton York proudly remains old-fashioned in sitting down with you and having a face-to-face chat whenever possible. However, we also use modern technology and planning techniques to ensure that your wishes are delivered to the highest standard and with your accessibility requirements in mind.

Get in touch to find out more about estate planning with Atherton York

Email or call us on 0208 882 2979 to arrange a sit down with Olly and his team.

Watch out for future in-depth articles on will writing and estate planning here, or email to request an estate planning subject that you would like Olly to comment on.

Please note

This article is for general information only and does not constitute advice. The information is aimed at retail clients only.

The Financial Conduct Authority does not regulate estate planning, Lasting Powers of Attorney, or Will writing.

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