Gerard James Estate Planning

30/07/2025

LASTING POWER OF ATTORNEY

HOME VISITS THROUGHOUT LEICESTERSHIRE!!

Life can turn on its head with little warning. A thought over the kitchen table about who might help with decisions in later life can quickly become more urgent. While these conversations may feel a little uncomfortable, they are probably amongst the most important ones you will ever have.

What Is a Lasting Power of Attorney?

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint someone you trust to make decisions on your behalf if you become unable to do so. There are two types of LPA.

One covers health and welfare decisions, the other covers property and financial matters such as managing your bills or property.
Many people believe their partner or children would automatically be allowed to manage things if needed. In fact, without an LPA, even close family members may need to go through lengthy legal processes during already difficult times. An LPA gives you the chance to plan ahead, reduce uncertainty and provide peace of mind to your loved ones.

Far more than just a legal safety net, an LPA gives you the chance to set out what matters to you most. Whether it is your daily routine, the type of care you would prefer or how your money is managed, it allows your wishes to guide the decisions made on your behalf.

In the UK, with our ageing population and a stretched NHS already managing increasing care needs, planning ahead is more important than ever. That is why the Office of the Public Guardian urges early consideration of LPAs, especially for those living with long-term conditions.

Advice With a Personal Touch, Where It Matters Most

Legal forms and confusing phrases can put anyone off. For many people, having to visit a solicitor’s office can be a bother and somewhat intimidating. Gerard James Estate Planning Ltd offer appointments in the comfort of your own home throughout Leicestershire, to provide a familiar and relaxed setting where we can talk through everything at your own pace.

These visits are not just about filling in paperwork. They are about listening carefully to your concerns, explaining legal terms in plain language and helping you feel informed and confident.

As a member of the Society of Trust and Estate Practitioners (STEP), you can be reassured you are getting high-quality support tailored to your situation.


Taking the First Step

You do not need to wait for a crisis to start thinking about your future. In fact, acting early makes everything simpler for you and those you care about. A calm conversation today may save a great deal of difficulty tomorrow.

Taking that first step with expert support can offer both clarity and control. Think of it as a wise and thoughtful gift to those you love.

Please call Gerard on 07905 748073 for a friendly, no-obligation chat.

Special Offer: All 4 LPA documents for a couple discounted to £800 excluding OPG fee

04/07/2023

I am delighted to have received a STEP Excellence Award!!
All that hard work has certainly been worth it!

15/05/2023

It's always great to receive a nice review from a client, but this one is very special!

26/04/2023

It’s great to be able to say I am now a ‘TEP’ !!

Delighted to have received my STEP certificate in the post confirming I have been accepted as a full member and am now entitled to use the letters TEP as a Registered Trust and Estate Practitioner.
All the hard work has certainly been worth it!!

26/04/2023

Delighted to have received my STEP certificate in the post confirming I have been accepted as a full member and am now entitled to use the letters TEP as a Registered Trust and Estate Practitioner.
All the hard work has certainly been worth it!!

16/02/2023

LOOK WHAT ARRIVED IN THE POST!!

Absolutely delighted to have received my STEP Diploma Certificate in the post and to see I have been awarded an overall Distinction.

All the hard work has thankfully finally paid off.

Looking forward to applying for full membership and gaining those three letters 'TEP'!!

05/02/2023

CLIENT SATISFACTION IS WHAT IT IS ALL ABOUT!!
Having clients recognise your efforts is so satisfying, particularly when they go to the trouble of writing such a lovely testimonial!!
Thank you kindly Mr & Mrs G

27/01/2023

One STEP at a time......!
After having studied for the 'Society of Trust and Estate Practitioners' qualifications for the last few years, I am delighted to have received notification today that I have passed the final part 'Advising Vulnerable Clients' with a distinction!
I am now looking forward to upgrading my membership and acquiring 'TEP' status.
Thankfully the exams are completed but no doubt the learning will continue!!

12/01/2023

Are your complicated family circumstances putting you off making a Will?

I had an interesting conversation this morning with a tradesman working on my property. He told me that he has never made a Will, mainly because his family circumstances are somewhat complicated. He is in his second marriage and has two children with his current wife and three children from his previous marriage. His current wife also has a child from her first marriage.

I briefly explained the importance of having a Will and that in his circumstances it would be beneficial to look at including a trust within the Will, to provide for the surviving spouse but also to protect assets for their respective children.

Yes his circumstances are more complicated, but even more of a reason to put appropriate planning in place! Hopefully he will give me a call!!

If you know anyone in similar circumstances I would be happy to have a chat with them on 0790 5748073.