Trusts, Wills and Personal Tax Planning

Our private client lawyers have a wealth of experience in handling the long term management of our clients' personal affairs. We provide a range of services on personal and family matters to ensure that our clients are obtaining the best long term benefit for themselves and their families.

We help our clients get the maximum return from their estate planning by ensuring that their tax affairs are up to date, that their assets are managed well and that plans are in place to maximize the numerous tax exemptions and reliefs available.

We are aware that most people do not make a Will. However, making a Will gives you control over your property and helps you to ensure that your wishes are carried out after death and your loved ones are provided for. Our team of lawyers are able to draft your Will and advise on Inheritance Tax liability and the ways in which it can be mitigated.

We can also help to sort out your affairs after your death by dealing with the probate, tax, collection and distribution of assets and seeing that the terms of your Will are carried out.

If people have died without a Will (i.e. intestate) our lawyers have experience in handling the sometimes complex probate procedures that can be necessary in administering the estate.

Services we provide:

• Will drafting
• Tax advice
• Trust formation and administration
• Acting as executors
• Probate administration
• Estate and financial planning
• Court of Protection work
• Powers of Attorney and management of financial affairs
• Charitable trusts
• Advising on and drafting living wills