The importance of Wills & Estate Planning | Davis Blank Furniss
Karen Yates


For many of us, the thought of suddenly becoming critically ill is something we may have contemplated briefly but never really been overly concerned about until last month. Now, as we hear reports of younger, fitter people falling ill and sadly many of them losing their lives, it’s more important than ever to ensure you have the right documents in place to provide for your family and your business should the worst happen.

If you were to fall ill, the consequences for your family and your business could be catastrophic and long-lasting without the right measures in place. Planning for the future is difficult under normal circumstances, but in this time of high pressure and stress, and ever changing legislation, it’s important to act now to ensure all properly executed documents are in place.

Myself and my team of highly skilled lawyers in the Private Client team are on hand to assist. Experienced in tax and estate planning, we can advise you of the best way of protecting your wealth and business against sudden changes in your circumstances.

Not only can we advise on lifetime measures to ensure your business is protected if you were to become incapacitated through injury or ill health, but we can also ensure your Will contains all necessary provisions to shelter against inheritance tax and changes in your beneficiaries’ circumstances.

We can discuss your concerns such as tax mitigation, business succession, providing for your family, appointing guardians for your minor children and will advise on the options available such as family trusts, sheltering of assets, and even protecting beneficiaries from themselves as it may not be appropriate for your teenager to suddenly receive substantial sums of money.

As many people are now self-isolating and working from home, we have similarly adapted our processes. We have the technology in place to operate remotely so we can assist you without you even needing to leave the comfort of your home.

If you feel we could be of assistance, please contact me for a no obligation initial discussion on 0161 832 3304 or by email: karen.yates@dbf-law.co.uk

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Excellent experience start to finish – always very responsive to any queries and the turnaround on the property I was buying was very quick, even in the busy time leading up to stamp duty deadline. Jenny was always very helpful and went above and beyond to close on a short timescale.

Ben Armitage

“Very approachable, practical solutions to problems, but most of all very responsive which I personally think is very important because if you need help, you need it quickly, or at least to know someone is looking at it for you”.

Joanne Rowe, Finance Director, Greater Manchester Chamber

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Nives Feely, JAM Recruitment

“I believe I have been able to establish a professional working relationship with everyone I have come into contact. Importantly, I sense the relationships which have been established give me the confidence that I can make contact with Davis Blank Furniss at any time and on any matter. I would also like to express my thanks to the very impressive “gatekeepers” who work in reception, not only for making me very welcome, but also for their professionalism”

Bill Pryke, CEO, Chartered Institution of Civil Engineering Surveyors

“Thank you for your efficient and friendly help throughout this process. We have had it easy but your approach has been part of that”.

Robert Amsbury (Conveyancing Client)

“I would like to take this opportunity to thank you personally for the ongoing support and assistance the firm has offered to our parents over the years. I hope also that we may be able to call on you if necessary in the future.”

Valerie Fisher (Probate Client)

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Peter Fernandez, Corporate Director at Royal Bank of Scotland

“A big thank you to all who dealt with my wife’s claim… We would not hesitate to recommend Davis Blank Furniss to anyone that may be in a situation like we have been…”

Anon (Personal Injury client)

“Before putting my case in Kirsty (Morbey)’s capable hands I’ve met a couple of other solicitors. None of them listen to me as intently as Kirsty and showed me as much empathy and understanding as she did. Simultaneously she was able to look at my case from legal perspective, explain all the options and follow each of our meetings with written summary of the discussed matters (in timely manner). Her advice was invaluable and led me to successfully ending the case matter (hopeful for good). I’m forever grateful for he work and would definitely recommend her to anyone looking for reliable, knowledgeable and committed solicitor”.

Anon (Family client)
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