Wills, Probate, Tax and Trusts

It’s not always easy looking to the future, but it’s important to plan ahead to give you and your family peace of mind in stressful times.

Whether you need guidance following the loss of a loved one, or advice on the best way to protect your wealth and provide for your family, our expert Wills and probate solicitors will offer sensitive and practical assistance on all issues relating to Wills, probate, tax and trusts.

How can we help you?

Our Team has a unique combination of expertise which means that we can help you with:

• Advice on nursing care →
• Deputyships and Court of Protection
• Inheritance Tax planning →
• Lasting Powers of Attorney →
• Mental capacity and elderly client issues
• Probate and estate administration
• Trusts
• Writing or updating your Will →
• Will and trust disputes →

We can also offer advice relating to taxation of trusts and estates – our Team is supported by a Trust and Estate Tax Accountant who is able to provide advice on Trust Tax Administration including liaising with HMRC and preparing Tax Returns and Annual Accounts for Trusts and Estates in Administration. Personal Tax Returns can also be prepared for clients together with ongoing tax advice.

Several members of our Team are members of Solicitors for the Elderly (SFE) and/or the Society of Trust and Estate Practitioners (STEP) which means that we are up to date with all related legislation and best practice, and that you will be provided with an efficient, modern service.