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WILLS & ESTATE PLANNING

Having worked hard all your life, we believe the importance of Estate Planning cannot be exaggerated. This includes provisions during your lifetime as well as on your death.

Accordingly, we advise on not only Wills but also Trusts and Tax.

We offer advice and guidance, tailored to your individual needs on the following areas:

  • Drafting your Will
  • Lifetime Gifts
  • The use of assets both Business and Personal, in tax planning
  • Trusts, including Will Trusts and Lifetime Trusts
  • The tax implications of Wills and Trusts and possible exemptions

 

Probate

Our aim is to ensure that the probate process is conducted efficiently and with respect. We can deal with all aspects of the administration of a deceased’s estate, from the valuation of the assets to collection and distribution of them in accordance with the will of the deceased, or in the event that there is no will, under the intestacy rules. We can also advise on and prepare post death deeds of variation, varying a will, which can result in significant tax savings for the beneficiaries In addition we offer the following services:

  • Acting for the Executors or Personal Representatives of the deceased
  • Preparing and lodging the Probate and Tax Forms
  • Calculating the Inheritance Tax payable and dealing with HMRC
  • Collecting and Distributing the Estate
  • Advising on all aspects of a dispute in respect of a will, an inheritance or the  Estate