Hall & Associates | Wills, Trusts, Guardians & Tax Advice

Welcome to Hall & Associates

Providers of advice for Wills, Trusts, Appointing Guardians, Inheritance Tax Planning, Powers of Attorney and planning of Care Fees.

We provide a valuable service for the clients of Accountants, Independent Financial Advisers and Membership Organisations. We are now planning to expand and are keen to meet new professional firms.

If your clients or members are concerned about any of the following questions, then Hall & Associates Partners are able to help.

How can I ensure my assets and property pass to the right people in the event of my death?
What is the value of my estate on death and will my family have to pay Inheritance Tax – currently 40%?
I could lose mental capacity at some stage in my life through illness, accident or old age. How can I ensure that my financial, property, health and welfare affairs can be managed by someone I trust either for a short period or on a permanent basis?

If my partner and I die who will look after my children and how do I appoint suitable Guardians?
What are costs involved in caring for the elderly and how can my family best plan for the future?
Why should I put my life insurance policies and pension funds into trust?
What is cross option planning and how can this protect the assets for our business associates and our families?

Services we can offer your business

Will Writing Service

Accountants and Independent Financial Advisers will always recommend that their clients make a Will. This is because without a Will, their clients assets may not go to the people they want to inherit from their estates. Despite this, 70% of people in the UK have not yet made a Will and for those that have, the Will may not have been reviewed for many years. We provide a free initial consultation which can be conducted by phone, in your office or in the comfort of your clients home.

Setting up Trusts

As well as the risks of not having a Will, a large proportion of your clients inheritance can be lost in future divorce settlements, to creditors and through avoidable taxation. The use of specialist Trusts provided by Countrywide Tax and Trust Corporation Ltd can ensure that your clients family will fully benefit from their inheritance. Your Business clients may also require advice on how to ensure their business assets pass on to their families in the most tax efficient way.

Appointing Guardians

The role of a guardian is a very important if your clients have children. Should your client die without making a Will or if they have not appointed guardians in their Will, their children could be placed in care until the court appoints official guardians to look after them. This could take months and would obviously result in distress for their children and other surviving members of their family. Carefully selecting and appointing guardians and deputy guardians’ through a Will safeguards this.

Inheritence Tax Planning

Most accountants and IFAs will be experts in helping clients with their tax planning needs. However, we work in association with Countrywide Tax and Trust Corporation (STEP authorised) who are experts in providing advice which includes the use of specialist Trusts. This additional resource is available to you through Hall & Associates and this may provide tax savings for your clients that had not previously been considered.

Power of Attorney

Your clients may face a situation in their lives when they unable to manage their personal or business affairs or need help in making the right medical decisions for their wellbeing. This commonly happens as a result of dementia but can also be caused by other temporary or permanent illnesses or accidents for younger clients who are still in their prime. Lasting Powers of Attorney can be established for people while they still have full mental capacity.

Elderly Care Fees

Specialist Trusts can also be used to protect the family home and other assets from being lost to the costs of Long Term Care. Many families are forced to sell their parents homes to pay for care. Local Authorities will can also place a charge on property to recover care home fees. When such a property is sold, the Local Authority can recover the fees owed to them before the beneficiaries of the estate can receive their inheritance.

If these services can add value to your business please contact us on 01202 658 025

Testimonials

I wanted to post my recommendation of Paul and the service he offers. We all want to ensure our clients get the highest level of service as if they were our family so when it is actually your family, in my case my parents, this become paramount. Paul managed the process of providing PoA, wills and trusts in a highly professional manner, took time to make a number of visits and, most importantly, dealt with my mother and father with empathy and good humour. Cannot speak highly enough.
Steve George, Relationship Manager at Laybourne Commercial Finance

I was recommended to speak to Martin Hall about setting up my will and Trust by my IFA. Martin and I had worked together previously so I was delighted to hear that he was now offering this service. Martin patiently helped me to sort out my will and trust quickly and efficiently, and made a difficult topic quite humorous at times! Through our meetings he provided some really thoughtful questions to assist me make often quite difficult choices, and consider many different scenarios most of which I hadn’t thought of. His advice was well considered and I took forward his recommendations. I would recommend anyone who is looking for sound advice about setting up their will and trust to work with Martin and his team.
Michelle Giles. Director of Creative Leadership

We have selected Martin Hall and Chris Lawson of Hall and Associates as our recommended partner to provide Wills, Estate Planning and Lasting Power of Attorney services to our clients.
Suneth Silva, Director of WIS accountancy

I am a widow with no immediate family and needed to update my will and arrange for Lasting Powers of Attorney to be put in place. My accountant Steve Wood of Newton Magnus recommended Martin Hall. Martin was very patient, explained things very clearly and helped me with all of the necessary paperwork. I am now reassured and have peace of mind. Martin was also very nice person and a real gentleman.
Kay Bradshaw, Retired bank employee

We were introduced to Martin Hall by our Financial Adviser, we received an excellent professional and friendly service from Martin, we were made to feel at ease throughout as he helped us with our needs and requirements in a timely and efficient manner. We have already recommended Martin to family and friends as we were so impressed!
Bill and Margaret Coombes, Retired British Gas Engineer

Estate Planners and Associates

Martin Hall

Business Owner

07803 229 604 | 01202 658 025

Email Martin

Ken Bowden

Associate

07803 820 890

Phil O'Toole

Associate

07415 954 232

Hilary Jackson

Administration Manager & Estate Planner

07909 622898

Financial Advisers

Brian Chapman

Independent Financial Adviser

07803 281500

Email Brian

Elisabeth Noyce

True Potential

Email Elisabeth

Accountants

Adrian Simpson

Simpson and Associates

Email Adrian

Daniel House

DH Accounting

Email Daniel

Stephen Wood

Newton Magnus

Email Stephen

Abacus Financial Options

Hall & Associates have established a close working relationship with Abacus Financial Options. Along with our accountancy associates, we are able to provide an integrated service of estate planning, accountancy and financial advice to our clients.

Abacus Financial Options are well established independent financial advisers with offices based in Ferndown near Bournemouth. Their team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to their valued clients.

As independent financial advisers Abacus are able to look at the whole of the market, working with their clients to deliver personalised solutions and help them meet their financial goals.

The success of the Abacus approach to advising clients on their needs has led them to build long term working relationships and allowed the company to enjoy organic growth largely through word of mouth. If you think you may benefit from their advice please do not hesitate to them contact them on 01202 646 960 or visit www.abacusfinancialoptions.co.uk.