We are an independent provider of estate planning services based in South Yorkshire. We have built an excellent reputation amongst our local and national clients for providing quality advice, efficient services and ongoing client care – things that are of utmost importance to our business.
Our success has been based on three core principles; integrity, professionalism and impartiality. By seeking our professional advice, you can plan effectively for the future and be at ease knowing your affairs are taken care of.
...it is important to put in writing which relatives, friends and charities should benefit from your assets and how much they should receive. Many single people are surprised to learn who would benefit from their assets if they died without a Will!
…the law still treats you as a single person at the time of your death. This means that your partner – who may have lived with you for many years – does not benefit from your assets at all. It is therefore important to state in writing that your partner should benefit from your assets.
...please do not assume that your spouse will inherit everything. Other family members may be able to claim that they have a right to inherit some of your assets, leading to family feuds and delays in getting your assets into the right hands.
There can also be hazards in leaving everything to your spouse upon your death. What if your spouse remarried and then died before their new spouse? Your assets would then pass to the new spouse, leaving your children with nothing. This is just one example of how correctly drafted Wills can reduce the risk of your loved ones losing out.
...it is vital that you appoint someone to care for them until they reach 18 years of age. This is particularly important in the case of unmarried parents living together or if you are a single parent. If you have not made a Will stating who should care for your children, it will be left for the Court to decide – a decision which may not reflect your real wishes.
...having a well drafted Will that includes a trust for the disabled beneficiary can prevent the loss of means tested benefits and make sure the inheritance you have left is used wisely.
It is important that your Will is written in a way that makes the most of inheritance tax reliefs. We are happy to provide you with an inheritance tax calculation based on the value of your assets and can advise you on how to make the most of inheritance tax exemptions and reliefs.
...do you know what would happen to your business upon your death? Would your spouse, partner, children or fellow directors lose out because of not putting your wishes in writing?
Did you know that you can appoint executors to care specifically for your business upon your death?
Having a Will that specifically addresses your business interests can make sure the distribution of your personal estate will not be held up by complications with your business and can make sure that what happens to your business after your death is what you would have wanted.
We will also be happy to advise you on how inheritance tax relates to your business and how this may be mitigated.
Very grateful to Nathan for his time taken to understand our somewhat complex needs and requirements in our wills. His knowledge is clearly second to none. His home visits were also very convenient. I have recommended him to family and friends and I know they've all been very happy with his service too.
Having used Pemberley on two separate occasions, I would have no hesitation in recommending them. Nathan’s knowledge and understanding, combined with an exemplary level of service, how he sympathetically advised my elderly parents at a very testing time, was transformational. Thank you.
When you are dealing with sensitive issues, you need someone who will deal with the process in an empathetic and sensitive way. Nathan is just the person you need. He's knowledgeable and patient in everything that he does. We confidently used Nathan for our original will and for a further update in the last year as well as recommended him to our son for his. I would have no hesitation in recommending him as someone who goes the extra mile to deliver a first-class service. I wouldn't use anyone else.
Knowledgeable, professional and takes his time to understand what's needed.
We really appreciated the advice and recommendations that you provided and were grateful for you spotting the error in our old will which could have had an impact in the way our estate was divided amongst family. You went through the will in detail and explained everything to us in a friendly and patient manner and we now know that our wills are correctly drafted. Thanks again for all your assistance, we most certainly have no hesitations to recommending you in the future.
Nathan provided me with a first-class consultation and highly professional service when reviewing my will. He explained everything clearly and took all my needs into consideration… I’d highly recommend Nathan for his knowledge, expertise and sensitivity and the peace of mind it gives.
Nathan was a pleasure to deal with. He made what I thought would be difficult into a very easy task, I am very happy with the decisions I made for the future of my family.
Having a disabled grandson motivated us to ensure we made provision for his future. At the same time we wanted to protect our family home and make provision for our daughter - we just didn't know how to piece it all together. The advice we received over three meetings with Pemberley showed us how to achieve all of our aims. We see you as a designer, working out a solution that has given us confidence that our home can be protected and our grandsons' future quality of life and education can be improved.
Having two young children I had been concerned for some time over what would happen to them if I passed away. Nathan explained the importance of appointing the right people as guardians and executors to ensure my children’s future is cared for if the worst should happen. Nathan made a difficult subject much easier to deal with.
From the start we were helped to understand the importance of planning for the future of our businesses - not just our personal affairs. Having inheritance tax issues and the use of trusts explained to us in a simple manner gave us peace of mind that we can protect what we have built up for our family. Nathan's willingness to work closely with my existing Financial Adviser and Accountant made the process much more fluid.
Many thanks for your help, you know we really appreciate it. Being able to get some impartial advice from someone you trust is really important at times like these.