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
The current probate fees will remain unchanged after almost a year of uncertainty. The proposed increases from April 2019 would…
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Stokes Partners are proud sponsors of the Jumping for Schools events at Chard Equestrian. And on Sunday 7 July our…