Wills, Trusts and Probate

Wills, Trusts and Probate

We are dedicated to providing comprehensive advice during what can be the most anxious of times – when considering how to dispose of your assets after your death or dealing with bereavement. Our clients tell us they welcome our helpful and compassionate approach. We can assist with wills, trusts, inheritance tax planning, powers of attorney and probate.

What do we do?

If you want to decide who receives what from your estate and who should handle your affairs after your death, you must make a Will. You may also need to consider appointing guardians for your children, ensuring your partner’s security in your home or providing for children from a previous relationship, as well as safeguarding assets and saving inheritance tax. We can advise you on ways to approach difficult issues in order to achieve your wishes.

Trusts

Trusts can help to reduce taxes, safeguard assets for various purposes and provide for children or for those with special needs. We can guide you through the options, prepare trust and tax paperwork and administer the trust if you wish.

Inheritance Tax Planning

Many people, particularly those who own their own homes, find that the total value of their estate is at a level where inheritance tax will be payable. However, there are various ways of tackling the problem and our expert team can help you to mitigate or even avoid inheritance tax.

Powers of Attorney and Living Wills

Powers of Attorney can be used to give someone you trust the legal authority to look after some or all of your finances should you need help either now or in the future. We can draw up the appropriate document. We can also guide you through the process for obtaining authority to help with the finances of a loved one who has already lost the ability to manage on their own. If you do not wish to be kept alive at all costs when your quality of life is minimal, we can prepare the document for you to give directions about future medical treatment or to appoint an attorney to make decisions on your behalf.

Probate

We can help with the legal and practical aspects of dealing with the estate of someone who has died, including the completion of inheritance tax forms, applying for a Grant of Probate, the sale or transfer of property and investments, payment of legacies and preparation of Estate Accounts where appropriate. Furthermore, it may not be too late to save some inheritance tax by way of a Deed of Variation – we can let you know.

Why choose us?

• We have acknowledged expertise in working with elderly clients, through individual membership of STEP and Solicitors for the Elderly, national organisations of lawyers committed to promoting high quality legal services for older people, their families and carers
• As a specialist wills, trusts and probate team we have a wealth of experience in this area, combined with up-to-date training, meaning we can offer our clients the best advice

 

Meet the Team