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WILLS TRUSTS & PROBATE

We are widely recognised as a specialist in all of these areas, and have vast experience 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, including planning tax-efficient wealth transfer from one generation to the next.

Making a Will

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

If you are thinking about making a will, please contact us to make an appointment.You will  also need to complete our will questionnaire with your initial thoughts and with details of your family, dependents, assets and liabilities.

This will form the basis of our initial discussions and you may find that your first thoughts change once we have discussed your options and circumstances further. Although your personal circumstances/ estate may seem straightforward, it can often not be the case and there may well be matters you have not thought of or did not know apply.

The questionnaire is an initial guideline so if there is anything you are unsure of we can discuss it at our meeting.

Dealing with an Estate

We offer full support and guidance if you have suffered a bereavement, including obtaining probate and administering estates as well as more complex issues and trusts. Our team comprises friendly and sensitive professionals with many years experience.

We can also help with post-death tax planning to help you achieve substantial tax savings, while our Litigation Team provides specialist advice in Will disputes or other problems with the administration of estates. 

We’re here to help with:

  • Appointment and retirement of trustees
  • Capital Gains Tax
  • Contentious trust and probate
  • Creation, administration and termination of trusts
  • Deeds of Variation of Wills 
  • Income Tax
  • Inheritance Tax
  • Personal tax planning
  • Probate and estate administration
  • Wills

We also advise on all aspects concerning Lasting Powers of Attorney, Statutory Wills and Court of Protection applications.

TESTIMONIALS 25 May 2016

I just wanted to thank you for all that you have done; you have been very professional,  efficient and reliable, all of which has made a stressful time in our lives when many things are going on, just that bit more manageable. Once again, many thanks. 

Mr. T. H. of Chelmsford

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