Wortley Byers is recognised as a specialist in all these areas. We have a wide experience of acting for individuals and families at every stage of their lives. By knowing our clients, their families and their concerns, we can advise with authority and understanding. Advice can include planning the tax efficient transfer of wealth from one generation to the next.

We offer a comprehensive service on the preparation and alteration of Wills together with estate planning to help reduce exposure to Inheritance Tax and Capital Gains Tax. Our Partners are happy to act as Executors and Trustees.

We also offer full support and guidance to those who have suffered a bereavement. This may include the winding up of simple estates or those concerned with complex issues and trusts. Our team is made up of friendly and sensitive professionals.

We can also help with post-death tax planning which can result in substantial tax savings.

We are also able to offer advice for those wanting to plan for old age. We have considerable experience in advising on and the preparation of Lasting Powers of Attorney (Property & Affairs) and (Personal Welfare) and ancillary matters. We are also able to assist in cases of mental and physical frailty including applications to the Court of Protection and the Office of the Public Guardian.

In addition, the firm can provide specialist advice in cases of Will disputes or other problems regarding the administration of estates. In this respect our Litigation Team can help.

In summary we can offer advice in relation to the following areas:-

• Appointment and retirement of trustees
• Capital Gains Tax
• Care of the elderly
• Contentious trust and probate
• Creation, administration and termination of trusts
• Deeds of Variation of Wills
• Lasting Powers of Attorney
• Income Tax
• Inheritance Tax
• Personal tax planning
• Probate and estate administration
• Deputyship and other Court of Protection applications and administration
• Statutory Wills
• Wills

For details of our fees please click here