Help and guidance.

We have a specialist department dedicated to the preparation of Wills and the administration of trusts and estates.

Wills and Probate

When advising a client with regards to making a Will or preparing a document to give effect to the client’s wishes, we can also provide advice on the broader taxation and other implications. Taxation can have a very significant impact on the value of the estate which eventually passes to the beneficiaries. Often this results in the client making various arrangements during their lifetime to reduce the tax burden on the estate.

Trusts and Estates

We deal with the administration of trusts and estates and our knowledge and expertise in this area enables them to be managed to the best advantage of the beneficiaries. Also many clients are unaware of the possibility of varying the provisions in Wills within two years from the date of the death and this can result in significant tax savings for the family.

Power of Attorney and Inheritance

We are frequently consulted by clients in connection with the creation of Powers of Attorney and have a broad experience of dealing with Court of Protection applications, which become necessary in instances where clients or their relatives are no longer able to administer their own affairs.
We have also developed an expertise in dealing with claims against estates by disappointed relatives and can advise fully on the implications of the Inheritance (Provision for Family and Dependants) Act.