Wills, Trusts & Tax Advice
We have established a reputation as experts in this particular area, with experienced Solicitors who are members of STEP – the Society of Trust and Estate Practitioners – and also Solicitors for the Elderly. This allows us to offer a complete, bespoke and professional service to our clients.
A Will is an essential document, bringing significant peace of mind to an individual. Knowing that you have finalised what happens to your assets, who will be your children’s guardians and making your other wishes clear can be a huge weight off your mind. It also allows assets to be protected and tax planning to be carried out. Whether you require a Will that is simple and straightforward or fully tax-efficient, incorporating detailed trusts and powers for the control of assets and avoidance of Inheritance Tax, our specialist Solicitors will meet with you personally to discuss your needs.
One of the most effective ways of controlling the succession of assets is to set up Trusts. We can advise and help you set up Trusts to protect your assets for the benefit of your family. It could be against potential claimants on family breakdown or so that the assets can grow in value if the persons who are to inherit them are under age. Trusts can also be used to ensure that if your husband, wife or partner were to start a second family after your death, your assets will still pass to your own family or chosen beneficiaries, while also allowing your husband, wife or partner to use them during their lifetime.
We can advise on the tax consequences of the creation, administration and termination of trusts. We are involved in all aspects of Inheritance Tax Planning, whether through the use of trusts, lifetime gifts or carrying out strategic planning through Wills.
Download our Making a Will Leaftet