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

Empowering your future: A guide to Lasting Power of Attorney

Empowering your future: A guide to Lasting Power of Attorney

September 18, 20233 min read

Welcome to Robert Shaw & Co, where we're more than just estate planners and will writers – we're your trusted partners on your journey to securing your family's future.

In this blog post, we will delve into the world of lasting power of attorney (LPA), a crucial aspect of estate planning that often goes overlooked.

If you've ever wondered what an LPA is, how much it costs, or how to use one, you're in the right place. Let's explore this essential topic together…

What is a Lasting Power of Attorney?

At it's core, an LPA is a legal document that allows you to appoint someone you trust to make important decisions on your behalf if you become unable to do so due to illness, injury, or old age. This trusted person is known as your "attorney." LPA's come in two main types:

Property and Financial Affairs LPA

This type of LPA grants your attorney the authority to manage your financial matters, such as paying bills, managing investments, or selling property, on your behalf.

Health and Welfare LPA

With this LPA, your attorney can make decisions about your health and personal care, including medical treatment, where you live, and day-to-day activities, ensuring your wishes are respected.   They can also have discussions with your medical professionals should the time come when a decision has to be made to let you go.

How much does a Lasting Power of Attorney cost?

 

The cost of setting up an LPA varies and depends on several factors, including whether you hire a legal professional to assist you. At Robert Shaw & Co our services are inclusive and affordable for everyone, LPA’s services start at £350.

Our team at Robert Shaw & Co is here to provide guidance and ensure your LPA is tailored to your specific needs while keeping costs reasonable.

 

Using a Lasting Power of Attorney

Using an LPA is not a decision to be taken lightly, and it's essential to understand the responsibilities involved. Your attorney should act in your best interests and follow your wishes as outlined in the LPA.

 Common situations where your attorney might need to act on your behalf include:

  • Managing your finances when you are unable to do so

  • Making decisions about your medical treatment

  • Ensuring you receive the care and support you need

  • Ensuring that your personal preferences are met when you might be unable to communicate them.

Creating an LPA is a significant step in ensuring your future and the well-being of your loved ones.

Our dedicated team at Robert Shaw & Co can provide you with a comprehensive guide to LPAs, answering any questions you may have along the way. We are here to offer empathetic guidance, leveraging our extensive knowledge and personal experiences to connect with you on a deeper level.

If you're considering an LPA or have questions about lasting power of attorney, please don't hesitate to get in touch with our team. We're here to empower you with the tools and support you need to make informed decisions and secure your family's future. Your journey is our mission, and we're honoured to walk alongside you.

Remember, your future matters, and we're here to help you protect it.

Back to Blog

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