WILLS, TRUSTS, TAX AND PROBATE

Trusts and Trust Administration
Trusts can be complicated. Our aim is to help you understand how they work.

The creation and management of trusts is a very specialist area of the law, and there are many traps for the ill-advised. There have been substantial changes to the tax rules and registration relating to trusts. If you are responsible for a trust and it has not been reviewed recently, it is essential that a review takes place as soon as possible.

Our expert team has a wealth of experience with a wide range of trusts.

We can advise on:

  • New Inheritance Tax Rules
  • Trust Reviews
  • Variation of Trusts
  • General Trust Administration
  • Trust Accounts
  • Distributions to Beneficiaries
  • Powers and Duties of Trustees

Probate and Estate Administration
Losing a loved one is always difficult, and the last thing many people want to be concerned with at such a time is the complexity and worry of dealing with the estate.

We have a professional dedicated team, who will deal with the administration for you efficiently and sympathetically.

We can offer:

  • General estate administration
  • Obtaining the Grant
  • Distribution to beneficiaries, including charities
  • Inheritance tax, capital gains tax and income tax
  • Estate accounts
  • Administration of trusts
  • Post-death tax planning
  • Deeds of variation and disclaimers

PRICING GUIDE

Related Services

we have a wealth of experience with a wide range of trusts

our dedicated team will deal with the administration efficiently and sympathetically

Talk to us

Contact us by telephone on 01460 279279 or click the button if you would like to enquire about a particular matter without obligation.

Latest News

Rosanna and Karen promotion
Karen Mace and Rosanna Derryman promoted to Associates

We’re delighted to announce that Rosanna Derryman from our Wills and Probate Team and Karen Mace from our Property Team have been promoted to the position of Associate. Both are long-standing members of staff who provide outstanding levels of service to their clients for whom they are always willing to “go the extra mile”! We managed to drag them away from work just long enough to have their photo taken with Sarah Warren, head of our Property Team! Congratulations to them both!

Charles promotion
Charles Aslett promoted to Head of Residential Property

We’re delighted to announce that Charles Aslett has been promoted to Head of Residential Property at Stokes Partners. Charles joined us in 2020 and has worked extraordinarily hard to support his team and our clients through the pandemic and the Stamp Duty “holiday” periods. We are sure that the team will go from strength to strength under his leadership. Charles is pictured with Sarah Warren, Head of Property and Joanne Butler, Operations Partner.

Will Writing
The fundamentals of wills: Revocation

Our partner Michael looks at what makes a will and how they work, starting with revocation. Michael specialises in wills and inheritance disputes which means he is well position to explain this area and consider what happen when things go wrong.
The execution of a will, in most circumstances, revokes an earlier one.

A revocation clause, usually found at the start of a will, ensures there can be no doubt that the testator wanted their new will to replace an earlier one.