Gary Lewis
Estate Planning Practitioner
Details
I worked as a qualified mortgage adviser previously before qualifying as an Estate Planning Practitioner. I joined Pattison James Associates in 2017 and really enjoy the daily interaction with clients and the professional, but family feel, of the company. The role is made all the more interesting by the fact our clients all have unique requirements and I particularly enjoy being able to assist them in identifying their wants and wishes and advising them accordingly to provide effective solutions.
Outside of the office, my time is mainly spent with my family where we enjoy socialising, weekends away and eating out! I'd like to say I play a lot of sport, but those days are long gone, so I tend to watch it instead!!
Areas of Advice
Areas of Advice:
- Will Writing
- Lasting Power of Attorney preparation
- Inheritance Tax efficiency
- Document Preservation
- Funeral Planning
Bloodline/Legacy planning - protection of Inheritance from Third Party threats including:
- Remarriage / Divorce
- Care Home fee costs
- Addiction problems
- Creditors / Bankruptcy
- Loss of State Entitlement
- Generational Inheritance Tax