Wills and Tax Planning

Making a Will is a fundamental part of reviewing your affairs and putting them in order. Every Will we make is tailor-made for your needs. This involves not only advice on how best to provide for your loved ones but also considering inheritance tax planning to reduce tax on death. Our team has a wealth of experience of advising on Wills, as well as the preparation and ongoing management of trusts. We deal with:-

• Wills and Codicils
• Inheritance tax matters
• Lifetime planning involving trusts

Probate

Our sensitive and highly efficient team administers estates on death, and has built an enviable reputation based on the trust and respect of many generations of clients. We handle all aspects of dealing with an estate and are often called upon to act as executors, either alone or with a family member. We also advise on how to keep tax on death to a minimum. This involves:-

• Administering estates including those where there is no will
• Dealing with assets abroad
• Advising on tax-efficient deeds of variation
• Preparation of tax returns for executors and trustees

Elderly Client Affairs

We recognise that as you get older you may need specialist advice which addresses problems you may face now or in the future. We are wholly committed to providing a comprehensive service to you and your families in order to help you manage your affairs. This may involve:-

• Lasting Powers of Attorney
• Advance welfare and medical decisions 
• Applications to the Court of Protection
• Handling your financial affairs
• Care fees planning