Welcome to ASL Chartwell Law
ASL Chartwell Law 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 Director is a Registered Trust and Estate Practitioner, being a full member (TEP) 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.
The Society of Trust and Estate Practitioners
Chartered Institute of Arbitrators
Court of Protection Practitioners Association
Charity Law Association
Liverpool Law Society
Areas of Practice
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 and we are bound by the STEP Code for Will Preparation.
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.
Lasting Power 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 a Lasting Power 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.
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.
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:
Advice and information
Information leaflets relating to inheritance and succession, including trusts, making a will, power of attorney, cohabiting couples (UK) among others.
Gives an overview of the Society, its membership and activities.
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
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.
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)
Executors and Personal Representatives
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’.
The Society of Trust and Estate Practitioners
The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body which promotes high professional standards and education for its members.
Becoming a Full STEP Member is a benchmark many solicitors strive for: it is the top professional qualification for a Wills, Trusts and Probate solicitor. Full qualification allows a practitioner to demonstrate their knowledge, passion and commitment towards their specialist line of work.
The process to become STEP qualified is highly rigorous. Practitioners who are studying for the STEP Diploma must complete four modules – Administration of Trusts, Administration of Estates, Taxation of Trusts and Estates, and Trust and Estate Accounting.
After months of studying, which is mainly conducted independently in the practitioners own time, a three hour exam must be passed. Once all four exams have been passed, the practitioner, who must have at least two years’ experience in the profession, can then apply to become a Full Member.
What are the benefits?
The STEP Diploma in Trusts and Estates equips a solicitor with both an academic and professional qualification recognised throughout the industry. Full members are able to show a full knowledge of the most up-to-date issues impacting upon trusts and estates, providing assurance that the solicitor is both a trusted advisor and a highly qualified trust and estate practitioner.
The Highest Professional Standards
STEP members are expected to uphold the key professional and ethical standards as set out in the STEP Codes of Conduct. The Codes of Professional Conduct provide a clear set of principles for a member’s professional activity, giving each the understanding they need to deliver to the highest expectations.
For example, when creating a Trust in a Will, STEP members will abide by the Codes of Conduct and the STEP Standard Provisions of Best Practice.
What does this mean for the client? It means:
Being STEP qualified gives a solicitor the highest level of credibility and therefore an unrivalled edge over other solicitor and services out there. Dealing with a solicitor who is STEP qualified also gives the client the assurance that they are dealing with something who truly knows what they are doing so that problems do not occur further down the line.
ASL Chartwell Law is the trading style of
ASL Chartwell Ltd. Registered in England & Wales. Company number:
Registered Office: Hesketh Mount, 92-96 Lord Street, Southport PR8 1JR
A list of director’s is available upon request.
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