Wills, Probate, Tax & Trusts
We have a wide experience of acting for individuals and families at every stage of their lives. By knowing our clients and 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, which may involve the creation, variation and administration of Trusts.

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. We also offer full support and help to those who have suffered a bereavement, which may include the winding up of simple estates or those concerned with complex trusts. We can also help with post death tax planning, which can result in a substantial tax savings. Partners are happy to act as Executors or Trustees. We are experienced at handling probate disputes. We also give help for those wanting to plan for old age and are also able to assist in cases of mental and physical frailty.

We can offer advice in relation to:-

• Appointment and retirement of trustees
• Capital Gains Tax
• Care of the elderly
• Contentious trust and probate
• Creation, administration and termination of trusts
• Deeds of Family Arrangement
• Lasting Power of Attorney
• Income Tax
• Inheritance Tax
• Personal tax planning
• Probate and estate administration
• Receivership applications and administration
• Wills

To arrange for an appointment or for further information please contact:

Warren Hawkings on 01277 268345 or
email whawkings@wortleybyers.co.uk

Poh Shan Chong on 01277 268347 or
email pchong@wortleybyers.co.uk

Andrew Spearman on 01277 268393 or
email aspearman@wortleybyers.co.uk