• About US

    Welcome to ASL Chartwell

    ASL Chartwell is a modern, dynamic and forward thinking multi-disciplinary Wills, Probate, Trust and Estate, Arbitration and Mediation, and Charity Law and Governance legal services practice.

     

    As Probate Practitioners, we are professional probate lawyers qualified in the law of succession, trusts law, relevant aspects of property law relating to inheritance and the administration of wills and estates in England and Wales.

     

    Our Charity Law and Governance practice can advise on a broad spectrum of charity issues including establishing new charities, Charity Commission registration and reporting, governance issues and structures, Charitable Incorporated Organisations, mergers and real estate.

     

    Our advice also covers commercial, employment, intellectual property and regulatory matters.

     

    Our Managing Partner is a member of the highly respected Society of Trust and Estate Practitioners (STEP), the Chartered Institute of Arbitrators, the Court of Protection Practitioners Association, the Charity Law Association and the Liverpool Law Society.

  • PROFESSIONAL MEMBERSHIPS

    The Society of Trust and Estate Practitioners

    Chartered Institute of Arbitrators

    Court of Protection Practitioners Association

    Charity Law Association

    Liverpool Law Society

  • "Law is reason, free from passion."

     

    Aristotle

  • Areas of Practice

    Wills

    If your affairs would benefit from professional advice, we can help with Will drafting, as well as obtaining Grants of Probate and administering estates after people have died.

     

    As we are members of the Society of Trust and Estate Practitioners (STEP) who prepare Wills in England and Wales, we are bound by the STEP Code for Will Preparation.

    Probate

    We offer advice on any Probate matter be it complicated or simple and whether you simply require us to apply for the Grant on your behalf or require us to deal with the full administration of the estate or something in between.

     

     

    Powers of Attorney

    We can guide you through the process of choosing an attorney and applying for and registering your Lasting Power of Attorney ( LPA ) both Property and Financial and Health and Welfare with the Office of the Public Guardian.

    Court of Protection

    If an individual has not made Lasting Powers of Attorney and they become unable to manage their own affairs or make decisions about their finance and property and/or health and welfare, then an application will need to be made to the Court of Protection to manage their affairs.

     

    We can guide you through every step of the way in making an application to the Court of Protection.

    Trusts

    A trust deed is a legal document setting out an arrangement which transfers property, including shares and money, to trustees or a trust company to administer for the benefit of those named in the deed or Will. Trusts can be set up during a person's lifetime or after death through a person's Will. This can be a great way of managing and protecting assets now to minimise inheritance tax on death.

     

    Trusts can be drafted to allow you, as settlor, to retain some degree of control over the assets or capital within it.

     

    We have considerable experience in Trust planning and would welcome the chance to discuss your needs.

    Charitable

    Trusts

    To be valid in the UK, a charitable trust must do two things: benefit the public and have a charitable purpose. "Benefit the public" means simply that the trust cannot be operated for the advantage of a private person or group of private people. "Charitable purposes" are many and varied, but some of the most common accepted purposes include:

    • Relieving poverty
    • Promoting education
    • Promoting religion
    • Helping animals
    • Any number of other uses that benefit the community

    ASL Chartwell can advise clients on the requirements, benefits and drawbacks of establishing trusts of any kind. Whether you want to contribute one lump sum to a trust or plan to give regularly to a number of causes, we have the expertise necessary to help you achieve your charitable goals.

  • reach out

    It is our mission to deliver an outstanding client service with a sincere commitment to making a real difference by offering complete legal support with the right blend of expertise and experience.

    92-96 Lord Street
    Southport
    Merseyside
    PR8 1JR
    Monday - Friday
    09:00 - 17:00
    01704 332 562
  • Advice and information

    Information leaflets relating to inheritance and succession, including trusts, making a will, power of attorney, cohabiting couples (UK) among others.

    About Step

    STEP explained

    gives an overview of the Society, its membership and activities.

    About Trusts

    Trusts explained

    gives an overview of how trusts work and what they are most commonly used for, and corrects some of the widespread misconceptions held about trusts.

    Why make a trust

    Provides a brief explanation of the benefit of making a trust, along with some frequently asked questions regarding trusts for members of the public.

    About Wills

    Why make a Will?

    provides a brief explanation of the importance of making a will.

    About what to do when someone dies

    What to do when someone dies

    provides a brief outline to guide you through the process of what to do when someone dies: the steps that must be taken, the information that must be gathered and the legal terms that may be encountered.

    About powers of attorney

    Why make a Lasting Power of Attorney?

    provides a brief explanation of a Lasting Power of Attorney, outlining the two different types and the main points to consider when creating an LPA for members of the public in England and Wales.

    About being a personal representative (UK)

    People often underestimate the huge responsibility and challenges of being a personal representative and the personal liability it brings if things go wrong. This article sets out a few common pitfalls personal representatives may fall into and should serve as a warning to anyone contemplating administering an estate without obtaining legal advice.

    About cohabiting couples (UK)

    More than 3 million couples in the UK choose to cohabit, rather than marry or enter a civil partnership. If you are co-habiting, you do not have the same rights as a married couple; and contrary to popular belief, there is no such thing as a ‘common-law marriage’.

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    A list of partners is available upon request.

     

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