WILLS, TRUSTS, TAX AND PROBATE

Making Your Will
We advise all clients to make sure that they have a Will in place and that it is reviewed regularly to ensure that it reflects their wishes.   If you die without a Will your estate will be distributed in accordance with set intestacy provisions which may well mean that your loved ones don’t benefit as you would have wanted.

We can draft new Wills and assist you in revising your existing provision. If you want to make changes to your Will we can advise on whether a new Will is required or whether a Codicil to deal with limited changes will suffice.  The cost of making a Will depends on the complexity of your instructions; our detailed Will Pack can be provided on request and sets out our costs in detail.   We aim to provide a supportive and efficient service to make sure that your wishes are fully reflected.  Once your Will has been completed we will store it safely and securely for you free of charge.

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.

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