Wills, Trusts and Probate

Our Wills, Trusts and Probate department has extensive experience in advising individuals on all aspects of tax and estate planning.

We provide advice on Inheritance Tax and Capital Gains Tax and we can ensure that a transaction is structured in a tax efficient manner. We also advise on trusts.

 Our solicitors, Julie Finlay and Richard Hutchinson are both  members of The Society of Trust and Estate Practitioners.

Wills  

Making a professionally drafted   Will   enables a person to arrange for their assets to be  distributed to their family members / friends / charities  in the way they  intend and   in a  tax efficient manner. We make sure that the process of writing a Will is straightforward whilst taking account of such factors as children from a previous relationship, foreign assets or assets qualifying for tax reliefs

Powers of Attorney

These  can be useful in all sorts of circumstances and we can arrange all types from General Powers of Attorney to Lasting Powers of Attorney covering finance and welfare.

 Enduring Powers of Attorney can no longer be created but those in existence are still valid. We can advise on registration of an Enduring Power of Attorney when necessary.

Administration of Estates

We will ensure that an estate is administered efficiently and promptly appreciating the family needs at a time of bereavement . We will present each case to HMRC in a manner calculated to maximise the reliefs that may be available.  

Deeds of Variation can be useful to minimize tax or otherwise redirect the distribution of an estate. for the benefit of the family.