SECURING YOUR
CHOICES TODAY
TO PROTECT YOUR LOVED ONES TOMORROW
SECURING YOUR
CHOICES TODAY
TO PROTECT YOUR LOVED ONES TOMORROW
YOUR JOURNEY, OUR MISSION
It's time to stop thinking that Wills and planning for the future is are only about death.
Gain peace of mind: embrace the comfort of knowing your loved ones are protected. With us, planning for the future is a reassuring act of love, not just a piece of paper. It's about living with serenity, confident that your wishes will be honoured, no matter what lies ahead.
Craft your legacy with care: we understand that estate planning is a testament to the life you've lived and the love you hold for your family. It's a responsible, caring act that ensures your legacy is marked by thoughtfulness and consideration.
Enjoy present moments more fully: our approach to Wills and Estate planning offers an immediate sense of relief and clarity. By securing your future, you free yourself to enjoy today without the burden of uncertainty. We're here to help lift that weight, allowing you to cherish life's precious moments.
WHAT DO WE DO?
We handle the whole kit and kaboodle. Your Will, Lasting Power of Attorney, Advanced Directive, Medical Power of Attorney, and Memorandum of Wishes. We are here for all your eventualities, all your questions and to ensure that your loved ones are looked after.
WHY DO WE DO IT?
We love the feeling that being organised brings, and we know it's often easier if you've got someone to help you get all your ducks in a row. It's hard enough for our loved ones to deal with the grief of our passing, without families arguing over the details of the funeral and estate.
"Excellent company"
"This Company has gone above and beyond in helping me
I would highly recommend them
If you want the best service and price
These are the people!"
Pat Smallwood, UK
OUR SERVICES
WILLS - FOR YOU & YOUR FAMILY
We believe that having a Will is essential for everyone.
It's the best way to ensure that your possessions, savings, and personal treasures are passed on according to your wishes.
Without a Will, the government dictates the distribution of your estate, a situation you can easily avoid with our help. Plus, a Will allows you to appoint trusted Executors, ensuring your legacy is managed with the care it deserves.
LASTING POWER OF ATTORNEY (LPA)
We guide you in creating a LPA, a crucial document that empowers your chosen 'Attorneys' to make decisions on your behalf if you're ever unable to.
We ensure your LPA is registered with the Office of Public Guardian, providing peace of mind that your affairs will be in trusted hands if needed. Remember, an LPA can only be established while you have the mental capacity to do so, making it a vital step in planning for your future with certainty and care.
PROPERTY &
OWNERSHIP
We specialise in transforming your property ownership to 'Tenants in Common', a savvy move that can significantly reduce Inheritance Tax liabilities and protect your equity.
This simple yet effective change ensures that each owner has a distinct share, providing financial security and peace of mind.
Our efficient process and affordable fees make it easy for you to safeguard your property investment for the future.
home
We offer home visits within our local community. Chat with us in the comfort of your own home about the details of your life, family, medical and financial situations so we can advise you about the best course of action.
We can work out of hours if required, and we are a husband and wife team that really does care.
Click here to read more about us before you choose us as your guide on this journey.
team
FINANCIAL SERVICES
We help you understand the more complex financial aspects of wills, trusts and asset distribution and we have strong partnerships with local companies in the financial sector who we can call upon as needed.
"From our first appointment to the last "
"From our first appointment to the last my wife and myself were made to feel very welcome by Robert & Carol. We felt very comfortable and no pressure / hard sell on the two issues we were there to get legal advice on. The legal advice on wills and deeds was excellent. We would highly recommend this company a pleasurable service. 10/10."
Steve & Mandy, UK
Why choose Robert Shaw & Co?
At Robert Shaw & Co, we're here to ensure that your estate planning is a source of comfort, not stress.
Understanding that every family is unique, we offer personalised guidance to suit your specific needs.
For your convenience, we provide home visits within our local community and offer flexible hours to accommodate your schedule.
We're dedicated to making your experience as easy and supportive as possible.
We are a small, family business that really does care.
WHAT OUR CLIENTS SAY...
Maureen - Birmingham
"Thank you so much for your kindness during a very difficult time, You made the process much easier for us."
Elaine - Solihull
"Thanks for understanding exactly what I needed to say in my Will and making sense of my requirements."
Kath - Birmingham
"I was so pleased that you offered to do a home visit for me to sort out my Will and LPA. Really helpful."
Keith - Oxford
"Your advice regarding tenants in common was extremely helpful and I was very grateful for the information you gave me."
Alan & Vivien - W Mids
"We kept changing our minds about what we wanted in our wills, you were so kind and provided several versions so we could see what it looked like before we continued."
Chris - Staffordshire
"I'm more than happy referring my clients to you for Wills and LPA's. Prompt and professional service every time."
DIVE INTO OUR BLOGS
How to change from joint tenants to tenants in common
How to change from joint tenants to tenants in common
Buying a property with a partner or co-owner can be an exciting venture, but circumstances change, and so can your preferences for property ownership.
If you're considering transitioning from joint tenants to tenants in common, this blog will guide you through the process and shed light on the key aspects you need to consider.
At Robert Shaw & Co, we understand the intricacies of this transition, and we're here to guide you with warmth, knowledge, and unwavering support.
In the warmth of shared spaces and memories, we know that circumstances evolve, and so do your aspirations for your property.
Whether it's a change in relationships, financial considerations, or the desire for a tailored estate plan, your home's narrative is personal, and we get it.
So, how do you change from joint tenants to tenants in common?
Communication is key:
Before initiating any legal procedures, have an open and honest conversation with your co-owner. Ensure that everyone is on the same page and understands the reasons for the change.
Legal consultation:
Seek professional advice always! We can guide you through the legal requirements, explain the implications of the change, and help you complete the necessary documentation.
Drafting a severance of joint tenancy deed:
With the assistance of us, you'll need to draft a Severance of Joint Tenancy Deed.
This document expresses your intention to sever the joint tenancy and outlines your desire for a tenancy in common arrangement. We will ensure that all legal requirements are met and that the document accurately reflects your wishes.
Sign and witness the deed:
Once the document is drafted, it needs to be signed by all parties involved. The signing must be witnessed, and your attorney can guide you on the proper procedures to ensure the document's legal validity.
Recording the deed:
The Severance of Joint Tenancy Deed must be recorded with the Land Registry in England and Wales, or the Registers of Scotland in Scotland. This official registration ensures that the change in ownership is recognised and documented.
Notification to relevant parties:
Inform relevant parties about the change, including your mortgage lender, if applicable. Ensure that all involved parties update their records accordingly.
Update your wills:
If estate planning is a motivating factor for the change, you’ll need to update your will to reflect your new tenancy in common arrangement.
This ensures that your property is distributed according to your wishes in the event of your passing.
Need to get this sorted?
GET IN TOUCH TODAY
Give us a call on 0333 240 0851, submit and enquiry below, or pop in & see us, the kettle is always on!
Robert Shaw & Company
181 Church Road, Yardley, Birmingham B25 8UR Tel: 0333 240 0851 (local call rate)
Email: wills@robertshawandco.co.uk
Call us: 0333 240 0851
© 2023 Robert Shaw and Co