Affiliated Services

An effective, efficient and friendly approach

will

Making a Will

If you have friends, relatives or charities that you might wish to benefit from your estate, or if you are keen to avoid arguments and disputes amongst your family upon your passing, then these are very good reasons for making a will. Without one, you cannot ensure that your wishes are carried out after your death. Not having a valid will means that your property will be dealt with according to the Laws of Intestacy and may be distributed in a way that is contrary to what you may have wished. You should not assume that your partner will receive all of your estate, as other family members may have rights or claims. If you and your partner are not officially married, then without a will they may receive nothing at all.

As well as distributing your estate, your will can also make provision for the future care of your children. Without clear and valid instructions to nominate guardians, the Court will have the responsibility of deciding how they are looked after, and this may not be in accordance with what you or they would have wanted.

It is also important to review your will at regular intervals to make sure that it is aligned with your present position. You may wish to add or remove beneficiaries, or a change in your marital status might make it necessary to amend your will. It is worth reviewing your will every few years, or after any significant change in your personal situation, to make sure it reflects your current circumstances and wishes.

powers of Attorney

Lasting Powers of Attorney

A lasting power of attorney (LPA) is a legal document that lets you appoint one or more people to help you make decisions or make decisions on your behalf. This allows you to prepare for the eventuality of having an illness or accident that leaves you unable to make these decisions for yourself, known as ‘lacking mental capacity’. As long as you are over 18 and have mental capacity when you make your lasting powers of attorney, then you are able to make either or both of the 2 types of LPA:

Health and welfare

Forms and PowerApps for data collection

In the case of property and financial affairs, your appointed attorneys will be able to assist you in making decisions or managing your affairs while you still have capacity, whether that be paying bills or collecting income. In order to be able to make decisions regarding your personal healthcare, the health and welfare power of attorney can only be used when you lack the ability to make these decisions for yourself.

What our clients say...

I am delighted to report that we felt the support and professionalism demonstrated by ECP and their team was second to none. From the very beginning they identified what we needed and found an excellent investor which has proved to be the perfect match. Keep up the excellent work.

Ross Gilbert, Managing Director

QED Property, Albourne, West Sussex

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At Geoffrey N Barnes
Portsmouth Accountants, we pride ourselves on providing a personal, friendly, and professional service to our clients. We have a small, experienced team of individuals who give expertise in all the areas we require to meet our clients demands. Within the team we have a wealth of knowledge that has built up over many years and it is important in this rapidly changing world that our clients can be confident that we are up to date with the latest developments in tax and finance.

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Independent Financial Solutions (IFS)
Offers a full range of private, professional and corporate financial planning and management services. Whatever service you require, our highly experienced and qualified financial advisers will provide expert, unbiased advice. From private and corporate financial planning to advice for medical professionals and investing under the Tier 1 Investor scheme, we will work with you to help safeguard your financial future. Fully regulated and authorised by the Financial Conduct Authority, we are committed to providing the highest standard of service to our clients.

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Praxis
Provide Emsworth Corporate Planning and its clients with IT support and consultancy, including support for the ECP Portal Product. Praxis also, provide support in Digital Transformation planning and implementation including the provision and rollout of Microsoft 365. Microsoft 365 features have been used to improve efficiency of data collection, transfer, and reporting throughout the business and its customers.Microsoft 365 features include:

SharePoint for Records Management and Document Management
Forms and PowerApps for data collection>
Power Automate to create workflows and automation
PowerBI for Business Intelligence reporting

Praxis are also helping to improve resilience and business continuity for ECP and customers in moving offline and proprietary systems to the Microsoft cloud. Although Praxis also have experience of other Cloud solutions such as AWS and Google we have focused on the Microsoft implantation and are now Microsoft “Cloud Service Provider” partners.